Understand Invoice Customization

Customize what appears on your Invoices, from branding and Customer details to line items, tax breakdowns, reference numbers, and document formatting. These settings apply across the Invoice PDF, public Invoice view, and email attachments, so you can tailor your Invoices to your business needs and keep them clear for your Customers.

To customize any of these settings, go to Config > Settings > Invoices and scroll down to the Invoice Customization section.

Key capabilities

Each article below covers one part of invoice customization:

• Setting Business Details and Customer Address
  Add or remove your logo, Business Name, address, phone number, and Tax ID, 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
  Show outstanding balances, add custom Invoice memos, and provide payment or 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, hide billing history, or format Child Invoices.
• Display the Customer Reference ID on Invoices
  Show a Customer's internal reference ID across every Invoice format.
• Display the Purchase Order Number on Invoices
  Show your Customers' PO Numbers to help speed up payment.

Related information

To review the full set of Invoice settings, including collection methods and email delivery, see Manage Invoices Settings.