How Do I Customize My Invoices?
Your invoices provide important details of your services for every client you serve, including your business information, an itemized list of products/services provided, balances, and maybe most importantly your business's payment terms or "policy".
Overview
Every invoices includes the following:
- Your business logo
- Your business's contact info
- Your clients contact info
- Incrementing invoice numbers
| - Itemized list of products/services provided
- Deposit amount
- Outstanding balance
- Payment terms (policy)
|
Customizing your invoice
All invoice settings are accessed from your top-right Profile dropdown > Business Center.
Adding a logo
Hover over the logo upload section and click on the Upload button.
Click Browse.
A file browser will appear. Navigate to the logo file you wish to import and select it (we recommend a transparent logo).
Example of Non-Transparent vs. Transparent logo:
Transparent means there is nothing in the background pixels and allows what's behind the logo to show through.
Recommended size: 250 px (width) x 100 px (height) are the optimal logo dimensions for a web page.
Add Business Info
- Complete the fields to the left of your logo under the Business Profile tab as these will be used to populate your invoices.
![](https://help.chefpreneur.com/galleryDocuments/edbsn560ad0d84f95cd99c53563fe7b625d3197f53504f7610d60d363579c63f5c810840ea11d00045f343cc85d5db3b5e635?inline=true)
Create an Invoice policy
Click on the Invoice Policy tab.
The default invoice policy template is displayed on the right side of screen.
The text in RED color means its a customizable entry that corresponds to the fields on the left (in order).
- Enter your desired numbers in the fields above for your policy and any additional custom language you want in the last field.
![](https://help.chefpreneur.com/galleryDocuments/edbsn35898880dc6d0d7f75d02e56fcdcf2a7a2bb132560e4e61949e009a31b6a67d8fa0f55dd8a0236621f743feefcf684f9?inline=true)
- Click Save.
Setup your Products/Services
Click on the Products & Services tab.
Add your first product by updating the below fields
Product Name
Price
State
Product Description
Category
Click Add
Click Save
Invoice example
![](https://help.chefpreneur.com/galleryDocuments/edbsn58b53a9fd6885c47d5a499294719e5c5e5f983570a6bb4759818ba142941973051d501f6b9d19450e55715c44202eea1?inline=true)