Customizing Invoices
Invoices in ActiveCollab can be customized to match your requirements. Only Owner users can access these settings (learn more).
Changing Invoice Settings
- Open System Settings.
- Click Edit Invoicing Settings.
- 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.
- Click Save Changes.
Customizing the Appearance
- Open System Settings.
- Click Invoice Designer.
- 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.
- 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.