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nick.njcm
Level 1

Is there a way to customize invoices and emails?

 
Solved
Best answer January 09, 2020

Accepted Solutions
Adrian_A
Moderator

Is there a way to customize invoices and emails?

The option to customize an invoice and email isn't available in the Self Employed product, nick.njcm.

 

At the moment, what we can add on the invoice form is adding a logo of your company.

 

Take note: 

 

  • Only one logo at a time can be uploaded.
  • The logo placement on the upper left of the invoice cannot be changed.
  • Image files must be .JPEG or .PNG format.

 

Here's how to add a logo:

 

Through the Web browser:

 

  1. From the left menu, select Invoices.
  2. Select Create Invoice or Edit an existing one.
  3. At the bottom, click Edit work info.
  4. Enter the logo in the Drag/drop your logo here box.
  5. Click Save.


Or, through App:
 

  1. From the main menu, select Settings.
  2. Select Your work info, then Edit your logo.
  3. Select Pick a file (alternatively, you can delete the existing logo).
  4. Upload the file and Save.

Also, if you want to use a different email address, you can change it.

 

On the other hand, if you want your customers to pay their invoices online, select the Set up Payments link on any open invoice.

 

I'll always be right here if you need in managing your invoices.

View solution in original post

1 REPLY 1
Adrian_A
Moderator

Is there a way to customize invoices and emails?

The option to customize an invoice and email isn't available in the Self Employed product, nick.njcm.

 

At the moment, what we can add on the invoice form is adding a logo of your company.

 

Take note: 

 

  • Only one logo at a time can be uploaded.
  • The logo placement on the upper left of the invoice cannot be changed.
  • Image files must be .JPEG or .PNG format.

 

Here's how to add a logo:

 

Through the Web browser:

 

  1. From the left menu, select Invoices.
  2. Select Create Invoice or Edit an existing one.
  3. At the bottom, click Edit work info.
  4. Enter the logo in the Drag/drop your logo here box.
  5. Click Save.


Or, through App:
 

  1. From the main menu, select Settings.
  2. Select Your work info, then Edit your logo.
  3. Select Pick a file (alternatively, you can delete the existing logo).
  4. Upload the file and Save.

Also, if you want to use a different email address, you can change it.

 

On the other hand, if you want your customers to pay their invoices online, select the Set up Payments link on any open invoice.

 

I'll always be right here if you need in managing your invoices.

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