Customizing Invoices

Invoices in Active Collab can be customized to match your requirements. Only Owner users can access these settings (learn more).

Changing Invoice Settings #

1

Open System Settings.

2

Click Edit Invoicing Settings.

3

You’ll be able to:

  • Add different Tax Rates.
  • Choose how to group tracked time and expenses on invoices (learn more).
  • Preset item and note templates.
  • Set when invoices are marked as overdue.
  • Enable and customize invoice overdue reminders.
4

Click Save Changes.

Customizing the Appearance #

1

Open System Settings.

2

Click Invoice Designer.

3

You’ll be able to:

Insert your logo.

  • Choose a paper size (A4 or letter).
  • Add a company name and details.
  • Change the position of the logo, footer items, and client details.
  • Toggle borders.
  • Show the footer and print marks.
4

Click Save Changes

Every invoice you create from now on will be made according to the saved settings. The changes won’t influence invoices which have already been created.