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Changing the invoice format takes under a minute and applies to every invoice you print, email or SMS from then on. If you are not sure which of the nine formats to pick, What are the invoice formats compares them side by side with a sample of each.
Please note: The two letterhead formats need a value in the Top Margin field, or the invoice will print over your pre-printed header.
Change the invoice format
- In the left-hand sidebar, click Settings, then Company Settings.
- Scroll down to the Invoice Settings header bar and click the arrow to expand it.
- Open the Invoice Format dropdown and select the format you want.
- Set any extra options for that format: a Top Margin for the letterhead formats, letterhead and running totals for Print Labour Style, company details for Print Stretched, and Hide Line Prices or Hide Tax for Ex GST Totals.
- Click Save. If you leave the page before saving, the change is lost.
- Open any invoice and click Print to check the new layout before you send one to a customer.
Frequently Asked Questions
Which format should I choose?
See What are the invoice formats. It has a comparison table of all nine, a sample image of each, and a short guide to picking one based on the paper you print on.
Will the change appear on invoices I have already sent?
The copies your customers already have do not change. If you reprint or re-email an older invoice, it uses whichever format is selected at that time.
