Forum Discussion

Isabeau's avatar
29 days ago

How do I customise my invoice?

So how do we add the logo and customise?   also would love ongoing invoicing options so I don’t have to manually input succeeding invoice numbers and add line items every time since I invoice the s...
  • SiggaMYOB's avatar
    29 days ago

    Hi Isabeau !
    Customizing Invoices
    Customising and adding your logo to your invoices is as easy as 1, 2, 3! 
    Just follow these steps, and your invoices should be dazzling in no time.

    1. Go to Money In and tap settings (⚙️).
    2. Tap Invoice settings.
    3. Scroll down to Invoice template to see a preview of your current invoice template.
    4. Tap Logo and colour to add, edit or remove a business logo and choose your brand colour. You can tap Preview template to see how it looks.
    5. Tap Save when you’re happy.

    Invoice Numbers

    The succeeding invoices should be updating so we would like to investigate that a little further, could you describe what happens, or doesn't happen, in a bit more detail so we can follow up with the right people?

    Saving Line Items

    This is already on our radar and work will start early 2025 to have this implemented, and we will release it as soon as we can!

     

    Your company is Uno EAP

    This is certainly something we need to fix up asap! Is the app showing that your business name is Uno EAP? Could you give us examples of where that is within the app? We will chase this up for you!



    Thanks Isabeau!

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