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.

The Invoice options slide-out will appear on the right.  There are three tabs: Layout and Logo, Content, and Email.

On the Layout and Logo tab you can choose one of three templates.

You can also click Add to include your company’s Logo 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.

The Email tab allows you to configure details if you wish to email invoices directly to customers.  The invoices are emailed from do-not-reply@fccsoftware.ca but you can input your own email that customer replies will be sent to.  You can also have a copy sent to your email when the invoice is sent to the customer.

The email message itself has customizable default messages that will show up each time you send out an invoice with AgExpert Accounting.  You can enter a custom Subject line plus additional information from a drop-down menu, and you can use drop-down menus for the Greeting.  You can customize the default Message to customer field for the body of each email.  All the customized messaging can be altered before an individual email is sent.

Click Save when you have completed any changes. 

To print or export an invoice, click on the three dots at the right of the line.

Use the print or export button in the upper left corner of the preview page.

Last updated on June 24, 2025 by FCC AgExpert