It's important to put your business brand on your invoices and let your customer's know
- when they need to pay you by and
- how to pay you.
Start with one of the templates provided and fill in the rest of the details to give your invoices the look and feel of your business.
Let's take a look at what Steve wants to change on his invoices.
He wants to:
- add his own header
- provide 7 day payment terms
- and be paid directly into the Westpac bank account
Invoice design:
Theme: Impressionist
Header colour: #209191
- Header text colour: #5333A6
Dale for Trainer Notes;
Setup > Customise forms
Item > Plain Paper invoice
Delete some fields (Company /Business details)
Move some fields (Invoice Type / Invoice No)
Insert Logo _ Ickyleaks Header Logo
Setup > Preferences
To set up terms under Sales tab.