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Customize Documents

  • How do I add a note to all my invoices, estimates or receipts?
  • Add a logo
  • Customize what appears on invoices, estimates and credits
  • How do I add a message to all my documents?
  • I do not work with PO numbers. Can I rename the PO number field?
  • Set document language
  • I only want to show totals on each invoice line. How do I hide the quantity and price columns?
  • How do I change the status options that are available for an invoice, customer or payment?
  • Indicate taxable items
  • Set title for invoices, estimates and credits
  • Rename Tax to VAT
  • How do I add a Tax Registration Number for my company?
  • How do I set the date format?

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