In this article you will learn how to configure your Invoice Template.   This template will allow you to customize your invoices to fit your logo colors, information you would like to have on your invoice, custom messages and more.



Below is a video of how to configure your Invoice Template:



Below are step by step instructions on how to configure your Invoice Template:


1 - Click on the Admin tab




2 - Scroll to the Global Settings section and click on the Ticket Templates bubble




3 - Click on the Invoice Template link




4 - Next you will see the Editing Invoice Template page




5 - If you want to use the Invoice Template instead of the default invoice found under the accounting tab you will need to check off:  When printing or downloading invoice as a PDF, use the new template 




6 - If you have multiple locations, if you want the from address to show the address of the location the order was placed at you will need to check off:  When creating a new invoice, use the address of the originating restaurant as the "from" address on the invoice. (The default is to use the default address for this account, which may be different from the restaurant address for an order, especially if you have multiple locations.)




7 - If you want to customize your from address (for example a PO Box number) then you will need add that here:   Use this address as the return address for all new invoices:
By default, your main account address is used if this field is left blank.


8 - Invoice Terms Settings tab:  This tab will allow you to chose the terms you want to appear on your invoice.  Click on the Manage Terms tab.  To learn more about the invoice template you can look at the article with more information on that.




9 - Any existing Terms that you have already created will appear below.  If you need to add a new term click the Add New Terms tab.  





10 - Once you click the New Terms tab you will add the name of the Term and then click Save This Information.   The term will then appear in your list of terms.



Below we will discuss each section that appear by default:


11 - Logo:  This box names can not be changed.  Logo will not appear on your invoice.  To add your logo you will click inside the box where it says:  Drop images or click here.  Then you can choose from your computer which logo you would like to upload.




12 - Company Info:  By default your company's information will appear here.  

If you would like additional information hover your mouse on the top left corner of the box with Company Info listed.  You will then see a sign.   Click on the plus sign and you will see a line for Custom and Company.   





If you want to add a custom message click the Custom Text Line link




If you want to add additional pre-populated information about your company click on the Company link.  Company Phone number and Company Email will appear.




13 - Custom Message:   This will be the name of the document.   By default Invoice will appear in the text color Black.   You can customize the name of the document, font color and location of the name.




To customize the name take your mouse to the Invoice line and click on the Pencil icon.   Once you click on the pencil icon a box will appear with the name invoice.  You can then edit the name.



If you want to change the font color of the name click on the #00000.   A color wheel chart will appear and you can change the font color.




You can have the document name appear in to the Left of the box (by default), Center or Right of the box.  To make this change place your mouse over the name Invoice.   Then click on the 3 vertical lines.   From there the name will adjust.



14 - Bill To:  This box will include all the customer's information.  You have the option to add more information, edit the name of the information or delete out information.




To add more information hover your mouse on the top left corner of the box with Bill To name listed.  You will then see a sign.   Click on the plus sign and you will see a line for Custom, Customer, and Invoice.   To see the additional pre-populate information for Customer and Invoice take your mouse to the line and any additional information will appear to the right.   To add Custom information that will not pre-populate click the Custom line.




If you want to edit the default information that already appears you can put your mouse over the line you want to edit and click on the Pencil icon.   Click on the Pencil icon and a box will appear with the name of the information.   You can then edit and ok to save the new information.





If you want to Delete a default information that already appears you can put your mouse over the line you want to delete and click on the Trash Can icon.   Click on the Trash Can icon and the information will be deleted.




15 - Deliver To:  This box will include all the delivery's information.  You have the option to add more information, edit the name of the information or delete out information.




To add more information hover your mouse on the top left corner of the box with Delivery To name listed.  You will then see a sign.   Click on the plus sign and you will see a line for Custom, Invoice, Delivery.   To see the additional pre-populate information for Invoice and Delivery take your mouse to the line and any additional information will appear to the right.   To add Custom information that will not pre-populate click the Custom line.


If you want to Edit the default information that already appears you can put your mouse over the line you want to edit and click on the Pencil icon.   Click on the Pencil icon and a box will appear with the name of the information.   You can then edit and save the new information.




If you want to Delete a default information that already appears you can put your mouse over the line you want to delete and click on the Trash Can icon.   Click on the Trash Can icon and the information will be deleted.




16 - Miscellaneous:   This box will include all the miscellaneous information.  You have the option to add more information about the invoice, edit the name of the information or delete out information.




To add more information hover your mouse on the top left corner of the box with Miscellaneous name listed.  You will then see a sign.   Click on the plus sign and you will see a line for Invoice.   To see the additional pre-populate information for Invoice take your mouse to the line and any additional information will appear to the right.   




If you want to Edit the default information that already appears you can put your mouse over the line you want to edit and click on the Pencil icon.   Click on the Pencil icon and a box will appear with the name of the information.   You can then edit and save the new information.




If you want to Delete a default information that already appears you can put your mouse over the line you want to delete and click on the Trash Can icon.   Click on the Trash Can icon and the information will be deleted.





17 - Custom Message 1:  This will be were you list any additional information you want the customer to see on their invoice.  By default the message will say:  Please Pay From This Invoice.


This message will appear in Black.  


To customize the message take your mouse to the Please Pay From This Invoice line and click on the Pencil icon.   Once you click on the Pencil icon a box will appear with the message.  You can then Edit the message.




If you want to change the font color of the name click on the #00000.   A color wheel chart will appear and you can change the font color.




You can have the message appear in to the Left of the box (by default), Center or Right of the box.  To make this change place your mouse over the name Invoice.   Then click on the 3 vertical lines.   From there the name will adjust.




18 - Item Section:  This is the section that will list all of the menu items that were ordered by the customer.




Location Catered Text:  this line can be customized 




Item Font Color:  If you can change the font color of the bar that shows Item - Unit Price - Quantity - Total Price you can do that here.   Click on the #4f90bb   A color wheel chart will appear and you can change the font color. 




Item Background Color:  If you can change the background font color of the bar that shows Item - Unit Price - Quantity - Total Price you can do that here.   Click on the #dce9f1   A color wheel chart will appear and you can change the font color. 




19 - Paid Section:  If the invoice has been paid for then the PAID stamp will appear here.   You can change the color of the PAID stamp.  




If you want to change the font color of the name click on the #00c000.   A color wheel chart will appear and you can change the font color.




20 - Custom Message 2:  This last section is for you to type any additional message you want the customer to see at the bottom of their invoice.  For example:   We appreciate your business and we hope you enjoy your catering.  



If you want to change the font color of the name click on the #00c000.   A color wheel chart will appear and you can change the font color.




21 - Be sure to click Save once you are done with all your changes.  Note you can also Preview what the invoice will look like by clicking the Preview tab



You have now learned how to customize your Invoice Template.