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
Invoice Schemes
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
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