Invoice Settings

Getting Started Invoice Settings

Invoice Settings

You can configure your Invoices to custom fit you business & individual business locations in cBiZ. You can be able to customize invoice designs based on our pre-defined collection, headers, footers and the information you what to see in each section including Invoice urls & QR Codes.

There 2 aspects of invoices that you customize in cBiZ

  1. Invoice Schemes

  2. Invoice Layouts

Invoice Scheme

You can configure the format of your invoice Scheme. to do this, follow the below steps:

  • To configure go to Settings -> Invoice settings -> Invoice Schemes

  • Click on Add and select a scheme format.

  • Format can be XXXX or -XXXX

You can also provide a custom prefix, invoice start number, number of digits in the invoice number.

The preview box will display the preview according to the chosen option.

You will need to set a default invoice scheme for a business to use it.

Invoice Layout

You are able to define and configure invoice layouts based on the needs of you business and design specific to each business location / store / outlet.

To do this, follow the below steps:

  • To configure go to Settings -> Invoice settings -> Invoice Layouts

  • Click on Invoice Layouts and select / add the Invoice layout for a specific layout. by default, there is a layout for the default location

You are able to customize the below aspects of your invoice layout

  • Invoice layout name: - Can correspond to your business location name

  • Invoice design: - Pick from provided list of Pre-designed templates

  • Headers

  • Sub Headers

  • Customer Details fields

  • Business location related Fields

  • Product related fields

  • Footers

  • Return related fields

  • QR Code related details