COUNT offers flexible settings to personalize your invoices, helping you reflect your brand identity and streamline the billing process. With default invoice settings, you can set a consistent style, font, and messaging that will be applied to all invoices automatically, saving you time and ensuring uniformity.
Follow the steps below to customize your invoice settings:
Step-by-Step Guide to Customizing Invoice Settings
1. Access Settings
From the left sidebar, click on Settings. By default, you’ll land on the Configuration tab.
2. Navigate to Invoices & Estimates Settings
Scroll down until you find Invoices & Estimates Settings. Here, you’ll see a list of customization options to set default preferences for your invoices and estimates.
3. Customize Invoice Appearance and Content
Here are the specific fields you can customize:
Default Invoice Color
Choose a color that aligns with your brand. You can select a color from a preset list, enter a custom color code, or click on the colorful dot to open a color picker box for manual selection. This color will apply to headers, borders, and other design elements on the invoice.
Pro Tip: Choose a color that enhances readability and aligns with your brand’s visual identity. Neutral colors often look professional and are easier on the eyes.
Default Invoice Font
Select a font style from the dropdown list. Pick a font that’s legible and aligns with your brand’s personality. The selected font will be applied to the invoice content, including item descriptions, totals, and other text elements.Default Invoice and Estimate Title
Enter a standard title that will appear on each invoice and estimate. Common choices are “Invoice” or “Statement.” This title can be customized to fit your specific business needs.Default Memo
This section allows you to include a standard message or memo that will appear at the bottom of each invoice. You could use this field to add payment instructions, thank you notes, or other messages that add a personal touch.
Pro Tip: Use the memo to clarify payment terms, add a friendly message, or share a brief policy note. Consistent communication can foster a positive relationship with your customers.
Default Attachments
You can attach default files (images or PDFs only) that will be sent along with your invoices. Examples include company terms and conditions, warranties, or introductory material. Simply upload the files here, and they’ll be automatically attached to each invoice email.
4. Update Settings
Once you've customized all your desired fields, click the Update button to save your new default invoice settings.
Customizing your default invoice settings in COUNT allows you to create professional, brand-consistent invoices with minimal effort. By setting these defaults, every invoice sent from COUNT will automatically reflect your preferred style and content, enhancing the overall customer experience and supporting your brand image.