How to customize an invoice

Here's a step-by-step guide on how to customize an invoice in InvoiceQuick:

Access Settings:

• Start by going to the "Settings" section.

  Access Invoice Settings:

• Within the settings, click on the "Invoice" tab.

  Customize Logo:

• In the "Logo" section, you can customize the logo on your invoices:
  • Default logo: You can upload or delete your default logo. It's recommended to use a logo with dimensions of 660x330 pixels for white backgrounds.

  • Light logo: Upload a light logo for dark backgrounds if needed.

    PDF Layout:

• You can choose a PDF layout in the "PDF LAYOUT" section. You can select from the "LAYOUT LIBRARY" to find a layout that suits your needs.

  Invoice and Estimate Options:

• Customize various invoice and estimate options such as:
  • Invoice numbers.
  • Estimate titles.
  • Recurring invoice options.

  • Global options like the main color, default due date, and invoice template.

    Format Options:

• Configure format options like date format, default currency, and item decimal points.

  Notes & Terms:

• Customize default payment terms and customer notes for your invoices.

By following these steps, you can easily customize your invoices in InvoiceQuick, tailoring them to your business's specific needs and preferences.