How Do I Customise an Invoice?

How Do I Customise an Invoice?

Personalise Your Invoices for a Professional Touch

This guide explains how to add your company logo and address to invoices, ensuring they look professional and maintain your brand's presence. Customising your invoices helps include all necessary details for your clients.


Step-by-Step Guide

Action: Upload a logo for a professional look.
Details: Customise your invoice by adding your company logo in the settings. This helps maintain your brand's presence on the document.


2. Include Your Company Address

Action: Update your company's address.
Details: Ensure that your company's address is correctly displayed on the invoice. This ensures all necessary details are included for your client.


3. Preview the Invoice

Action: Review before sending.
Details: Before sending the invoice to your client, review it to confirm that all customisations, such as the logo and address, are correctly applied.


FAQs

How do I add my company logo to the invoice?

You can upload your company logo through the Invoice Settings section of Clarus WMS.

Can I update my company address on existing invoices?

Yes, you can update the address through the customisation settings before sending the invoice.

Will my customisations apply to all future invoices?

Yes, your logo and address will automatically appear on all future invoices once updated in the settings.

Can I change the customisations after saving the invoice?

You need to adjust the settings before saving the invoice. Changes made after saving won't apply to existing invoices.

Check with the Clarus WMS support team for any file size or format requirements for logo uploads.


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