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,
- Set a default Tax Rate, (see here how to add a tax rate to a Company),
- 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.