Invoices can be customized on a global level by navigating to Management Module > Customers > Statements > Invoice. On this page, you can add customized messages and information to the Invoices your customers receive by entering text in the boxes below.


Customizing Invoices:


(A) Select Template: Select which template version you prefer. Below is a breakdown of Invoice layouts with some pictures and a description of how they differ from each other.


  • Invoice v1 - Standard Invoice Template  
  • Invoice v2 - Similar to v1 but sections are bold in color and the Created Date is also displayed above the Order Description. 


  • Invoice with Tax Details - this shows specific Tax Agencies on the Invoice. 


  • Invoice v1 (fr-CA) - v1 template in French for centers located in Canada. 


  • Invoice with Tax Details (fr-CA) - this shows specific Tax Agencies on the Invoice specifically for centers located in Canada.  
  • Invoice v2 (fr-CA) - Similar to the v1 template but sections are bold in color and the Created Date is also displayed above the Order Description.  This Invoice template is specifically for centers located in Canada.
  • Invoice v1 (es-LM) - v1 template in Spanish for centers in Latin America. 


  • Invoice with Tax Details (es-LM) -  v1 template that shows specific Tax Agencies on the Invoice.  
  • Invoice v2 (es-LM) - v2 template in Spanish for centers in Latin America. 


  • Invoice with Line Item Taxes -  This shows the taxes related to each product on the invoice.  


  • Invoice with Line Item VAT - For centers that use VAT taxes, which are typically related to Australian and Canadian centers. This template also allows for the logo to be enlarged and displayed at the center of the report header. Also, some company information is displayed on the right header of this report.


  • Invoice with Tax Details (DO) - This is related to English-speaking centers operating in the Dominican Republic. 
  • Invoice with Tax Details (es-DO) - Is related to Spanish speaking centers operating in the Dominican Republic.


  • Invoice (Large Logo) - This allows for the logo to be enlarged on the Invoice, though some of the company information does not show.  


  • Invoice with Line Item VAT (SEQ) -  For centers that use VAT taxes. Also, when a custom Invoice Number is enabled, a unique numbering sequence would show below the display name. This unique number will display on Completed Invoices, Order Search, and Order View. 


(B) Address location: Set your address to display in either the header or the footer of the Invoice.

(C) Display Name 1: Customize the name displayed in the top-right of the header when the order is in WIP or BUILT status.

(D) Display Name 2: Customize the name displayed in the top-right of the header when the order is in COMPLETED or CLOSED status.

(E) Shipping Label: Customize the label shown for shipping amounts entered during step 3 of order entry.

(F) Custom Text 1: Custom Text Field that shows to the left of totals. 

(G) Custom Text 2: Custom Text field that displays centered, under totals. 

(H) Footer Custom Text 1: Custom Footer Text

(I) Footer Custom Text 2: Custom Footer Text

(J) Default Display Options: Click here to select the default print settings for your Invoices.

(K) Click Save Invoice Settings to Save changes.