Invoice Format

Customizing your invoices is a helpful step in enhancing the appearance and the information included in your invoices. Follow these simple steps below to customize your invoice look!

1. Navigate to the Billing main menu on the left side of the screen.
2. Head to Invoice format under the heading Setup.

An Invoice is broken into three parts:

• Label
• Header (bearing your business information, contact details and tax information)
• Footer

You can customize each of these parts by clicking on the respective drop-downs.

Label

You can customize the Invoice label as per your business format or compliance needs (for example: you could replace the word Invoice with Bill/Statement/Receipt). Then, click Save to apply the change.

Header

1. Include your Business Name, Logo, and Address, which consists of the Country, Street Address, City, State, and Postal Code.
2. Next, add your contact details such as Phone Number and Email, and optionally, your Website.
3. Under ‘Tax information’, enter the Tax Name and Tax Registration Number.

Footer

1. You can add a Default Note or a Memo to be displayed at the bottom of the Invoice.

2. You can also check the box to Also print the same note on payment receipt. Then, click Save.

Up next

• Add payment modes

Updated on: 05/08/2025