A Guide to Update Invoice Settings

Modified on Sun, 17 Dec 2023 at 04:24 PM

Invoice Settings - The Basics


Before you start sending invoices to your customers, it is crucial that you update the settings for your centre. To look professional - where consistency is key - it's important to make all invoices look identical to your customers. And, it's vital that the information given is correct. So please make sure you double-check your invoicing settings before getting started. 

Here are the steps you will  need to update right at the outset:

1. Upload your logo - Customise your invoice by uploading your company or group logo. This will ensure that your logo is displayed on all invoices and your customers would instantly recognise your brand. 

2. Invoice header - This is the place where you need to enter your full-style address. 

3. Invoice footer - Here, you can add any special instructions or guidelines for your customers. Every childcare centre is different and follows different rules and regulations. So make sure you use this field to customise it to your requirements. 

4. Notes section - Add any payment or bank details here, if required. 

5. Alphanumeric Invoice number setting - Set your custom invoice number here. The system will remember the new invoice number format and continue the sequence. It is important to note that this cannot be changed once it's updated and invoices are sent.

6. Invoice Date Format - Choose the date format you wish to apply for your invoices. An elaborate date format is often recommended so that your customer can easily identify the billing period for the invoice. 

7. Default Currency - This is a very important setting and cannot be changed once it has been set. You can select and apply the currency applicable to your centre and choose the currency you will charge your customers. For example, a centre located in the United Kingdom should choose GBP (£). 


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