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 column will pop up.  You can choose one of three templates.

Click Add to include your company’s Logo on the invoice.

Select the check box to include Include invoice numbers 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.

You can add custom Messaging to your invoices using the three fields provided.

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.

Here is an example of what your invoice will look like using the first template option.

Last updated on September 1, 2023 by FCC AgExpert