Configuring Invoice Print Settings
Customise how your invoices look, behave, and print — from numbering to layout and branding.
🧭 Step 1: Access Invoice Print Settings
- From your dashboard, go to System Settings
- Click into the Invoice Print Settings section — this controls layout, numbering, and display logic for invoices
🔢 Step 2: Set Numbering Format
| Field | Example | Purpose |
|---|---|---|
| Prefix | #INVO |
Adds a custom prefix to all invoice numbers |
| Starting Number | 1 |
Sets the initial invoice count (e.g. #INVO00001) |
Tip: Use a prefix that reflects your sector, region, or fiscal year (e.g. #INV-UK25)
📄 Step 3: Add Footer Details
| Field | Example | Purpose |
|---|---|---|
| Footer Title | Payment Terms |
Appears at the bottom of printed invoices |
| Footer Notes | Payment due within 14 days |
Adds custom notes or disclaimers |
Tip: Use footer notes to reinforce payment discipline and legal clarity
🚚 Step 4: Toggle Display Options
| Option | Purpose |
|---|---|
| Shipping Display? | Show/hide shipping address block |
| QR Display? | Add a QR code to the invoice for quick access or verification |
Tip: Use QR codes for mobile scanning or linking to digital invoice copies
🧩 Step 5: Choose a Template
- Select a layout from the Template dropdown
- Example:
London
- Example:
- Preview updates instantly on the right-hand side
🎨 Step 6: Customise Colours
- Pick from preset colour swatches to match your brand
- Affects headers, highlights, and layout accents
💾 Step 7: Save Changes
- Click the blue Save Changes button at the bottom right
- Your updates will apply to all future invoices
✅ Best Practices
- Use consistent numbering for audit and accounting clarity
- Match colours and templates to your brand identity
- Include footer notes that reinforce payment terms and legal defensibility
- Preview layout before issuing invoices to clients
