Invoices in ActiveCollab can be customized to match your requirements. Only Owner users can access these settings
How to change invoice settings
- STEP 1: Log in to your ActiveCollab account.
- STEP 2: In the upper right corner, next to the Search button, click on the My Profile button
- STEP 3: Select System settings from the dropdown menu
- STEP 4: From the dropdown menu, select Invoicing
- STEP 5: You will be able to adjust the following:
- Taxes ( adjust tax rates/ add a default and a second used tax)
- Items ( group items/ use item templates)
- Notes ( add a frequently used note template)
- Due Date
- Overdue reminder ( turn on/off)
- Customize invoices > Invoice Designer
How to customize the appearance
- STEP 1: Log in to your ActiveCollab account.
- STEP 2: In the upper right corner, next to the Search button, click on the My Profile button
- STEP 3: Select System settings from the dropdown menu
- STEP 4: From the dropdown menu, select Invoicing
- STEP 5: From the dropdown menu, select Customize invoices
- STEP 6: You will be able to adjust the following:
- Items
- invoice label
- Paper size (A4 / Letter)
- Company details
- Company logo ( JPGs or PNGs - up to 3MB. Dimensions 80x80px)
- Company name
- Company address and details ( Note- Address format is defined in General Settings )
- Header
- Show border between header and body of the invoice
- Logo Position ( left/right aligned)
- Client Details Position ( left/right aligned)
- Footer
- Print Footer
- Show border between footer and body
- Footer Item Position ( paper number on the left/ invoice number on the left)