Customising Your Invoices/Receipts

You can customise the appearance of your invoices/receipts and the information that is included in the invoice.

In this article:

Adding Your Logo or Letterhead

You can add your logo or letterhead to your invoice by going to Setup > Configuration > Invoices and click on Update Image. 

Hint 💡

Upload a 940px wide image to have a letterhead that spans across an A4 page.

Increasing Blank Space at the Top of Your Invoices (For printing on your own stationery)

If you plan to print invoices onto your own business stationery you may wish to increase the space at the top of the invoice to ensure that your invoice content is printed below your letterhead. You can do this by uploading a blank image as your logo/invoice header. 

Changing Your Business Name, Address, Tax ID/ABN or Other Details

The business information that appears on your invoices/receipts is based on the information recorded under Setup > Configuration > Invoices and Setup > Configuration > Locations.

Adding Additional Information to Your Invoices/Receipts

You can add additional information to your invoices/receipts that either:

(1) Displays on all invoices/receipts produced from your account;

(2) Displays only on the invoices/receipts produced relating to a particular diary;

(3) Displays only on invoices/receipts relating to a particular location;

(4) Displays only on invoices/receipts relating to a particular client. 

Here is a closer look:

(1) Adding Information that Displays on All Invoices/Receipts From Your Power Diary Account

  1. Go to Setup > Configuration > Invoices.
  2. Add the desired text under "Custom Text For Top of Invoices" and "Statements and Custom Text For Invoice Footer".

Hint 💡

The bottom of the invoice/receipt is a good place to add your payment terms and direct deposit banking information.

(2) Adding Information that Displays Only on Invoices/Receipts Related to a Particular Diary

  1. Go to Setup > Diaries.
  2. Select your diary.
  3. Add desired text to Extra Invoice Text.  You can also select Show Client's Date of Birth if needed.
  4. Click ✔ Save.

(3) Displays Only on Invoices/Receipts Relating to a Particular Location

  1. Go to Setup > Configuration > Locations.
  2. Click on the location. 
  3. Enter the desired text under Extra Invoice Text.
  4. Click ✔ Save.

(4) Displays Only on Invoices/Receipts Relating to a Particular Client

  1. Go to the client's profile.
  2. Go to Billing > Billing Setup.
  3. Add desired text under Extra Invoice Info.
  4. Click ✔ Save.

Hint 💡

This is useful for adding purchase order numbers or other unique reference information.

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