Invoice templates allow you to create a template which automatically attaches an invoice inside an order related ticket

01 Direction to Invoices

  • Select your avatar in the right hand corner
  • Follow these steps: Settings > Smart Tools > Invoice templates

02 Add Template

  • Click '+ Add Template'
  • Choose a Store/Channel you would like this template to be for
  • Follow the wizard and insert your company details for this invoice
    • Company Name
    • Address
    • City
    • Country
    • Company Logo         

03 Edit Template

  • Click the invoice you wish to edit
  • Select one of the areas you wish to edit
    • Invoice Settings - Your company details
    • Template details - Invoice format
    • VAT details - Hide Address with VAT details

04 Invoice Settings

Click “Invoice Settings” to view and edit your company details as they appear on your invoice

  • Channel [Not editable]
  • Company name
  • Company address
  • City
  • Country
  • Telephone number
  • Company registration number
  • Company registration address  

05 Template details

Click 'Template details' to view and edit the format of your invoice

  • Title (Change the document title as it appears within a ticket)
  • Upload new logo
  • Invoice Signature (This signature will appear below the order information)
  • Website
  • Facebook
  • Twitter handle

06 VAT details

Click 'VAT details' to hide your company address and allow only your VAT address to be shown (Only applicable to businesses registered in the EU)

  • Enter your VAT number
  • Click verify
  • Click Add Vat number (ensure this information is correct)

Ensure to click 'Save Changes' after any edits you have made

07 View/Delete Template

Within your lists of templates, select more options on the right-hand side

  • Click 'View' to open in a new window a default invoice template as it would appear to customers
  • Click 'Delete' to remove this template from your account
  • Click 'Edit' to enter as above the edit options

 

For more information using invoice templates, click here