This report has a record of all the invoices that have been generated through the Swipez software. Your invoices are now customized.To access these reports navigate to Reports -> Invoicing Optionally, select columns on your invoices to hide.Ĭlick Save all changes once you’re finished adjusting settings. You can select from Quantity, Hours and Other. You can choose Items, Products, or Services, or enter a custom name by selecting Other. You can toggle this on to automatically send customers a reminder on 3, 7, and 14 days after an invoice's due date. Default notes/terms that will appear on each invoice.
If you need to include payment terms on all invoices, add them to your default invoice footer. Default footer that will be displayed at the bottom of each invoice.Default subheading that will be displayed below the title of each invoice.You can’t select a custom date to be set by default, but you can select a custom due date on individual invoices themselves. You can choose from upon receipt of the invoice, or 15, 30, 45, 60 or 90 days after receipt. Default payment terms for when a payment is due.Invoice SettingsĬhoose default settings for invoicing including: Make sure Display logo is selected if you wish for your logo to be visible on invoices. Wave recommends using a logo under 5MB in size, and a maximum of 300 pixels by 200 pixels. Add or change your logoĪdd your Company logo by choosing a JPEG, PNG, or GIF image from your computer. It’s not currently possible to select a custom font. You can change the font of your invoices by switching between the three invoice templates, which have different set fonts. TemplateĬhoose one of the three available templates by clicking the left or right arrow. If you know the hexadecimal code of the color you would like to use, you can also enter it in the hex box.Īs you adjust the accent color, you'll see it change in real-time on the invoice template below. Select an accent color for your invoice by dragging the circle along the color-strip, and adjust the tone of the color by dragging the circle around the tone box. Changes made under the General settings section and the Invoice column settings section are applied to both invoices and estimates.
Invoices and estimates share the same customization page.
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