Invoice Sets

Invoice Sets

Invoice Sets allow you to customize invoices beyond the default display settings. You can change label names, hide certain fields, repeat footer information, and even change an invoices layout (requires custom invoice).  Each invoice is assigned a single Invoice Set. The Invoice Set assigned controls the way the invoice is displayed.  For example, you can create an Invoice Set that renames Quantity to Qty and hides the Discount field.  You may want another invoice that always displays your banking details in the footer.  Invoice Sets are really flexible.

Creating an Invoice Set

Click Settings then Invoices. Under the Invoice Sets section click Add Invoice Set. Give the Invoice Set a name to help you distinguish it from others and adjust the settings to suit your needs.  Once added you can edit an invoice to use the new Invoice Set.

Note: Every account has a default Invoice Set that cannot be deleted.  This Invoice Set will display “(Default)” beside the name.

Editing an Invoice Set

Click Settings then Invoices. Under the Invoice Sets section click Edit beside the Invoice Set you want to edit.

Deleting an Invoice Set

Click Settings then Invoices. Under the Invoice Sets section click Edit beside the Invoice Set you want to remove.  The option to delete the Invoice Set will be at the bottom.