Invoice Customization FAQs | SpotOn Virtual Terminal
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- 1 Invoice Customization FAQs
- 1.1 What can I do with the invoice customization tool?
- 1.2 Where will customers see our company logo?
- 1.3 Where will my customers see our brand colors?
- 1.4 Can you edit defaults before sending an invoice?
- 1.5 Why shouldn’t you present your business name under the logo?
- 1.6 Where is the item description and SKU displayed?
- 1.7 Why should you add default attachments?
- 1.8 Can you remove default attachments before sending the invoice?
- 1.9 What are the “Send Invoice” and “Invoice Due” defaults?
- 1.10 How can you set invoice reminders for your customers?
- 1.11 What is the difference between “Printed View” and “Email/Mobile view?”
- 1.12 How do I print an invoice?
Invoice Customization FAQs
What can I do with the invoice customization tool?
With the invoice customization tool, you can customize the creation and look of your invoice. You can also set defaults to save time and reduce the chance of missing critical attachments or text.
Where will customers see our company logo?
Your company logo will be on your emails, as well as on the mobile-friendly version of your invoices. You can choose whether to add the logo to the PDF version by switching on the “Show image on printed invoices” toggle.
Where will my customers see our brand colors?
Brand colors can be seen on links and buttons, and as the divider on the PDF version.
Can you edit defaults before sending an invoice?
Yes. You can edit defaults for individual invoices.
Why shouldn’t you present your business name under the logo?
If your logo has text with your business name, you might consider removing it to make the invoice more visually appealing. We recommend checking the invoice mobile and PDF view with and without the business name to see what looks best.
Where is the item description and SKU displayed?
You can decide whether to hide or display the item’s description and SKU in the email. However, all descriptions and SKU can be displayed on the PDF version of the invoice. This is not changeable.
Why should you add default attachments?
In cases where you are attaching the same file multiple times, we recommend adding a default attachment. Typical examples are default contracts, disclosure, term & conditions, etc.
Can you remove default attachments before sending the invoice?
Yes. You can remove or update an attachment when you create an invoice. If you deleted an attachment from the defaults page, it won’t impact the invoices that have already been sent.
What are the “Send Invoice” and “Invoice Due” defaults?
The ‘Send Invoice’ default sets when the invoice will be sent. We recommend keeping it set to “immediately.” The ‘Invoice Due’ default sets the due date after it is sent.
How can you set invoice reminders for your customers?
You can add default reminders that will apply to every invoice. You can also add customized reminders to individual invoices. We recommend setting default reminders as they reduce the time it takes to manage overdue invoices.
What is the difference between “Printed View” and “Email/Mobile view?”
The printed view is an example of the PDF version that is attached to every email. The email/mobile view is the view that customers would see on emailed invoices.
How do I print an invoice?
As a note, we have temporarily disabled and removed this button/capability. For now, we recommend you download the invoice and print it. We assure you it will be re-enabled very soon with even more enhancements.