How can I add my logo to my documents?

You can add your “Logo” to your documents by following the simple steps.

  • Click on the “Templates” section in our app’s navigation bar and select the “Overview” section in the right side menu.
  • Under the “Logo” section, click the “Browse” button and upload your logo from your device.
  • Click on the “Save” button on the top right corner.

 

How can I add my company tax number to my invoices?

You can include your “Company Tax Number” on your invoices by using the “Quick Edit” tool.

  • Click on the “Orders” section in the navigation bar of our application, and then select the order you wish to customize.
  • Click on the “Quick Edit” button at the top right, and choose the document type you wish to customize.

  • After customizing, select the desired action (Print, Download, or Send).

All changes you make with Quick Edit functionality will be temporary.

In addition to the “Quick Edit” feature, you can also use our app’s “Additional Page Attachment” feature to include your “Business Registration Number.” For more details on this process, click here.

How can I add my business registration number to my invoices?

You can learn how to add your “Business Registration Number” to your documents by following the simple steps below.

  • Navigate to the “Settings” section of our app’s navigation bar.
  • Enter your business registration number in the “Address” field under the “Company Details” section.
  • Click the “Save” button on the top right corner.

 

How can I add my bank details to my invoices?

You can use the “Display Footer Message” feature to include your bank details on your invoice.
  • Select the ‘Template” section of our app’s navigation bar, then click on the “Invoice Details” section in the right side menu.

  • Scroll down, and activate the “Display Footer Message” option.
  • You can add your bank details in the field below the “Display Footer Message” option.
  • Click on the “Save” button on the right top.

If you wish, you can add your bank information as a secondary page by utilizing our app’s “Additional Page Attachment” feature.

How can I add my company information to my documents?

You can learn how to add your “Company Information” to your documents by following the simple steps below.

  • Navigate to the “Settings” section of our app’s navigation bar.
  • After customizing the “Company Details” section, please click the “Save” button on the top right corner.

When you update your “Company Information” in the settings section of our app, these details will be automatically reflected on your invoices.

 

How can I add an email address to the BCC field of my invoice emails?

You can learn how to insert an email address to the “BCC” field of your invoices by following the simple steps below.

  • Click on the “Settings” section in our app’s navigation bar, then select “Mail Settings.”

  • Navigate to the “BCC” field to enter the email address you’d like, then press the Enter key.
  • Click on the “Save” button on the top right corner.

How can I add additional terms to my invoices?

You can learn how to add “Additional Terms” to your invoices by following the simple steps below.

You have the option to include an additional “HTML” file in your invoices, such as terms and conditions or policies.

Only basic HTML files are supported by Invoice Wizard for this feature. You can find more information about creating an HTML page by clicking here.

  • Click on the “Template” section in our app’s navigation bar and select the “Overview” section.

  • Scroll down to “Additional Page Attachment” and click the “Browse” button to add the “HTML” file you have prepared as the secondary page.
  • Click on the “Save” button on the top right corner.

How can I display the discount code in my invoice

You can learn how to display “Discount Code” on your invoices by following the simple steps below.”

  • Select the ‘Template” section of our app’s navigation bar, then click on the “Invoice Details” section in the right-side menu.

  • Scroll down, and activate the “” option.
  • Click on the “Save” button on the top right.

How can I display Tax Excluded Total Price in my invoice?

You can learn how to display “Tax Excluded Total Price” on your invoices by following the simple steps below.

  • Select the ‘Template” section of our app’s navigation bar, then click on the “Invoice Details” section in the right side menu.

  • Scroll down, and activate the “Display Tax Excluded Total Price” option.
  • Click on the “Save” button on the top right.

How can I display Display Product Vendor in my invoice?

You can learn how to display “Product Vendor” on your invoices by following the simple steps below.”

  • Select the ‘Template” section of our app’s navigation bar, then click on the “Invoice Details” section in the right side menu.

  • Scroll down, and activate the “Display Product Vendor” option.
  • Click on the “Save” button on the top right.