Invoice Customisation
Billingbooth One allows you customise your invoices to varying degrees.
Invoice Template
To get started, click the Settings menu item in the left-hand navigation, then under the General sub-menu click Template Styles.
It's worth noting that your Invoice Template settings are assigned to the organisation you have currently selected at the top-right of the screen. Be sure to set the Organisation drop-down to the organisation you wish to change the template of.
| Field | Description |
|---|---|
| Layout | Select from one of our three invoice templates. |
| Font | Select the font you'd like to use on your selected Layout. |
Once you're happy with your selections, you can either click the Preview button to see a preview of your invoice layout, or click the Save Changes button to submit your amendments.
On the Credit Notes tab at the top-right of the screen, you have the ability to set things in relation any credit notes your customer may receive.
| Field | Description |
|---|---|
| Layout | Select from one of our three credit note templates. |
| Font | Select the font you'd like to use on your selected Layout. |
Once you're happy with your selections, you can either click the Preview button to see a preview of your credit note layout, or click the Save Changes button to submit your amendments.
On the Voice, Data & SMS tab at the top-right of the screen, you have the ability to set things in relation to the usage statement your customer receives.
| Field | Description |
|---|---|
| Layout | Select from one of our two usage statement templates. |
| Font | Select the font you'd like to use on your selected Layout. |
Once you're happy with your selections, you can either click the Preview button to see a preview of your usage statement layout, or click the Save Changes button to submit your amendments.
Organisation Logo, Branding & Information
Whilst the Invoice Template takes care of a lot of the look and feel of your invoices and usage templates, the information and branding on it is handled by the organisation details.
To get started, click the Settings menu item in the left-hand navigation, then under the General sub-menu click Organisations.
From here you're able to Create Organisation or Edit one of the existing organisations you've already created.
For more information about the Organisation options, please see our Configuring Organisations guide.