Invoice Customization

The invoice system allows you to customize the appearance and layout of your invoices to match your organization's needs. You can adjust fonts, margins, labels, colors, and even integrate a PDF letterhead with automatically filled form fields.

These options make it possible to format invoices for printing, window envelopes, and traditional invoice stubs.

Font and Font Size

You can choose the font and font size used on the invoice.

The name and address section uses a fixed standard size to ensure consistent formatting and proper alignment.

Invoice Color

You can select a color for the invoice list header.

This is especially useful when using your own letterhead, allowing the invoice header color to match the design and branding of your letterhead.

Margins

In addition to the top margin, you can now specify left and right margins.

This is especially useful when using window envelopes, allowing you to precisely position the name and address so they appear correctly in the envelope window.

Stub Support

Similar to Thank-You letters, you can upload a PDF letterhead that contains Adobe Form Fields. The system will automatically populate these fields when generating the invoice.

This feature is particularly useful for creating a traditional invoice stub.

Supported Form Fields

• AmountBilled

• AmountPaid

• AmountDue

• NameAddress

• InvoiceNumber

Note:
The NameAddress field is a multi-line field. When using this field:

• Make sure the field is large enough to accommodate multiple lines.

• Enable the Multi-line option in the field settings.

Fully Customizable Labels

You can customize the labels displayed on the invoice and choose which fields are shown or hidden.

For each field, you may:

• Enter a custom label to replace the default text.

• Hide the field completely (where supported).

Header Section

Available fields:

• Invoice No

• Invoice Type

• Invoice Date

List Section

Available fields:

• Date

• Description (cannot be hidden)

• Unit Price

• Qty

• Disc

• Total (cannot be hidden)

Footer Section

Available fields:

• Total Billed

• Total Paid

• Amount Due