Configuring your Invoices

To customize your invoices settings:

Expand the Sales tab on the left-hand menu and select Receivables

Click Invoice options on the right-hand side of the page.

There are three tabs: Design, Content, and Email.

On the Design tab

Add a logo – click either to upload a Logo of your company from your computer

Place your logo either on the top left or top right corner of the invoice.

Choose your invoice colour from the sample of colours provided,  

Or add your own colour by google searching for its hex code.

You can choose to alternate colour for your rows to stand out by checking off the box beside Alternating row colours

Click Preview to see what your template setup above will look like

On the Content tab

Choose the invoice header, the date format, payment terms and the customer format

To generate your invoice numbers automatically, check off the box beside Generate invoice numbers.

Select the information to appear on the invoice.

On the Content tab you can select the check box to enable Include invoice number on your invoices and type in the Next invoice number.  Each time you record an invoice using this feature, it will add 1 to the next invoice.

On the same tab you can add custom Messaging to your invoices using the two fields provided, either in English or French.

Last updated on November 5, 2025 by FCC AgExpert