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How Can I Customize My Invoices?
How Can I Customize My Invoices?

Create your own customized invoices in FEA Create for more personalized invoices

Updated over a week ago

In FEA Create, you have the ability to customize and personalize your invoices to ensure a professional and tailored experience for your clients. This knowledge base article will guide you through the process of customizing invoices within the FEA Create platform. You can add your logo, update invoice titles and terms, incorporate custom values, and more.

Step 1: Accessing the Invoice Settings


1. Navigate to the "Payments" section in your FEA Create dashboard.
2. Click on the "Invoices" tab to access the invoice settings.

Step 2: Customizing Invoice Details


1. Locate the gear icon within the invoices tab, and click on it.
2. This will open the customization options for your invoices.

Step 3: Logo and Basic Information


1. Customize your invoices by adding your logo and updating your basic information, such as company name, address, and contact details.
2. Ensure that all essential details are accurately represented on the invoice.

Step 4: Custom Values and Fields


1. If you have specific requirements, such as displaying custom values like tax ID, utilize the "Custom Values" section to add these details to your invoices.
2. You can also create custom fields to collect additional information from your clients, if needed.

Step 5: Invoice Title, Terms, and Notes


1. Customize the invoice title to match your branding or business preferences.
2. Set the payment terms and include any additional notes or instructions that you want to appear on the invoice.
3. This allows you to communicate important information or specific instructions to your clients.

Step 6: Due Date and Automation


1. Specify the number of days after which an invoice will be automatically due.
2. This ensures timely payments and helps you manage your invoicing process efficiently.

Step 7: Business Information and Custom Fields


1. Utilize the "Business Information" section to add any additional information relevant to your business that you want to appear on the invoice.
2. Use the "Custom Fields" section to include information specific to the client or customer.

Step 8: Notification Settings


1. Customize your email notifications by creating email templates for invoice notifications.
2. Enable or disable notifications as per your preference.
3. You can also set up team notifications to receive personal alerts when invoices are paid.

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