Hello, it is now possible to send automaticly TAX invoices to costumers. That is nice! But I would like to edit the lay-out of the invoice. It is possible to edit the logo, but I would like to edit the invoice number, and I would like to add some information on it, like our bank account. Does somebody know how to do this?
Topic summary
A user seeks to customize automatically generated tax invoices beyond just the logo. Specifically, they want to:
- Edit invoice numbers
- Add bank account information
- Modify the overall layout
The platform’s built-in customization options appear limited for these requirements.
Suggested Solution:
A third-party app (AG Order Printer, PDF Invoice) is recommended, offering:
- Customizable invoice templates
- Multi-language and multi-currency support
- Automated VAT/GST-compliant invoice generation and delivery
- B2B order management features
- Automated payment reminders
- Flexible download, print, and email options
The discussion remains open, as the original poster has not confirmed whether this solution meets their needs.
Hi @Nathan2024
You may want to consider using the AG Order Printer, PDF Invoice app, as it meets all the requirements you mentioned. This app streamlines the invoicing process, even for B2B wholesale transactions. Key features include:
- Efficient management of B2B orders and historical order PDFs.
- Accurate invoice combination to save time.
- Automatic generation and delivery of professional VAT invoices, GST-compliant bills, and packing slips in multiple languages and currencies—ideal for global selling.
- Automated payment reminders for overdue invoices to expedite payment collection.
- Options to download, print, or email invoices automatically using customizable templates.
I hope this solution addresses your needs effectively.
Best.
Daisy