In FEA Create, you can customize your invoices to ensure a professional and personalized experience for your clients. This guide will walk you through the steps to customize invoices, including adding your logo, updating invoice titles and terms, incorporating custom values, and more.
Step 1: Access Invoice Settings
Navigate to the Payments section in your FEA Create dashboard.
Click on the Invoices tab.
Select Settings to open the customization options.
Step 2: Customize Your Logo and Business Information
Upload your business logo to appear on invoices.
Update your business name, address, and contact details.
Ensure all essential information is correctly displayed.
Step 3: Configure Email Settings
By default, invoices will use your business email and name.
You can customize these details as needed to personalize communications.
Step 4: Update Invoice Title, Terms, and Notes
Customize the invoice title to align with your branding.
Set payment terms and conditions.
Add any important notes or instructions for your clients.
Step 5: Adjust Payment Settings
Set a due date for invoices by specifying the number of days after which payment is required.
Choose the default payment methods, such as card payments or bank transfers.
Enable options for partial payments, late fees, or tipping if desired.
Step 6: Manage Product and Reminder Settings
Enable product descriptions to be automatically included in invoices.
Turn on automated reminders for overdue invoices or follow-up emails after sending an invoice.
Step 7: Add Custom Fields
Use custom fields to include additional information, such as tax ID or client-specific details.
This is useful for tracking unique data required for your business or compliance purposes.
Step 8: Set Up Notifications
Enable email notifications to inform clients when an invoice is sent, paid, or overdue.
Configure internal notifications so your team is alerted when an invoice is paid.
By following these steps, you can ensure that your invoices in FEA Create are professional, clear, and aligned with your business needs.