Help / Invoicing

Customizing Invoices

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)



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