Designing Your Invoice Template

Configuration Location:

Navigate to Control Panel > Invoice Settings

Branding & Appearance:

Logo Upload:

• Upload company logo (appears at top of invoice)
• Recommended size: 300×100 pixels
• Formats: JPG, PNG, GIF
• Logo appears on both email and PDF versions

Color Scheme:

• Set primary color for headers and buttons
• Set accent colors
• Match your company’s brand colors

Company Information:

• Company Name (appears prominently)
• Business Address
• Phone Number
• Email Address
• Website URL
• Tax ID / Business License Number (optional)

Terms & Conditions:

• Text block that appears at the bottom of every invoice
• Use for:
  • Payment terms (“Net 30”, “Due upon receipt”)
  • Late payment fees
  • Refund policies (“All sales final”, “30-day return policy”)
  • Service terms
  • Legal disclaimers
• Supports up to 1000 characters (verify with your specific build)
• Can include line breaks for readability

Payment Options Settings:

• Allow Partial Payments:
  • If Enabled: Customer owes $500 but can pay $100 today, $200 tomorrow, etc.
  • If Disabled: Customer must pay $500 in full or nothing (all-or-nothing)
  • Most B2B merchants keep this enabled for flexibility
  • Useful for large invoices or payment plans
• Payment Methods Accepted:
  • Credit/Debit Cards (Visa, MC, Amex, Discover)
  • ACH/Bank Transfer
  • Digital Wallets (Apple Pay, Google Pay) – if enabled

Invoice Numbering:

• Auto-Incrementing Numbers: System automatically assigns next sequential number
  • Example: First invoice is #1001, next is #1002, etc.
• Custom Starting Number:
  • Navigate to Invoice Settings
  • Find “Next Invoice #” or “Starting Invoice Number” field
  • Set it manually (e.g., start at #10050)
  • Useful when migrating from another system
  • Maintains consistency with existing accounting
• Custom Prefix:
  • Add prefix to invoice numbers
  • Examples: “INV-1001”, “BRYTE-2024-001”
  • Helps organize invoices by year, department, or type