Invoice Customization Overview

Maxio’s Advanced Billing platform allows you to tailor the look and content of your invoices to meet your business needs. You can choose what branding, customer details, tax information, and line items appear, and how those details are structured across formats like the invoice PDF, public invoice view, and email attachments.

To customize specific aspects of your invoice layout and content, go to Config > Settings > Invoices and scroll down to the Invoice Customization section.

Related Articles:

• Customize Invoice Branding and Customer Address Display
  Learn how to add or remove your company logo, business name, address, phone number, and control how customer names and addresses appear on invoices.
• Control What Appears in Invoice Line Items
  Decide whether to display unit prices, quantities, date ranges, $0 line items, and prorated amounts.
• Display Previous Balances, Memos, Payment Instructions, and Credit Notes
  Enable display of previous balances, add custom invoice memos, and provide remittance instructions.
• Show Tax Breakdowns by Region
  Show regional tax information on invoices for EU VAT, UK VAT, and New Zealand GST.
• Configure Document Settings
  Choose whether to show page numbers on PDFs or whether to include invoice history on customer-facing views, and more.