Custom Invoice IDs, Invoice Event Title, and Expense Groups Gigwell Help Center


It is correctly translated from “Invoice” to “Fattura” in Italian, but per Customizing Invoice Titleer’s request I have to change it. Your invoice displays various important information, such as your logo, business address, application of tax, invoice number and more. With Zuora Billing, you can easily create and manage your invoice templates.

Customizing Invoice Title

To customize your template, on the Invoice screen, select the Formatting menu. In this section, you can choose what you would like your beginning Invoice and Estimate numbers to be. Hitting back will automatically save any fields you’ve filled out. You can define multiple invoices for one customer by identifying each invoice with a unique invoice name. This enables you to assign a specific invoice to a specific bill unit in a customer’s account. From the upper right corner of the customizer header, click on the hamburger menu.

Customer information

If you have the Invoice Settlement feature enabled, seeUpload Billing Document Templates for steps on how to upload invoice templates. The design for the invoice template is focused on flexibility and ease of use for the business user. The Mail Merge functionality provides a great framework to make changes to the look and feel of the invoice template. To create additional templates that are customized to better suit your business needs, an Invoices Plus subscription is required. Choose how you’ll send your invoice to your customers — via email or manually.

This copies the new default template file and settings to the template called System Default Templateand overwrites its existing contents. Altering the Quantity Label and Unit Cost Label allows you to customize the item quantity and costs fields for all of your invoices and estimates. Toggling the Quantity and Unit Cost switch allows you to instantly apply or clear these changes. Here’s an example of how these custom labels look on your invoices and estimates.


Press and hold the drag icon to paste the entire block or its individual items to the preview pane. Edit the header texts and content of the shipping address here. Customize each individual item of the chosen block from here.

  • Use a Microsoft Word template when your primary concern is having options in your invoice design process.
  • Transfer money at the speed of your business and stay on track with advanced reporting, automatic payment reminders, cash flow management tools, and more.
  • You can always modify these inherited custom fields while the invoice is still a draft.
  • To delete previously saved template, go to ‘My template’ section.

If you are going to invoice in your Company Letter Pad, you can use the Company Letter Pad template. To avoid them, preview your changes, by clicking Preview template at the right at the bottom of the screen. Square Invoices provides you with all the tools you need to send unlimited invoices, get paid fast, and run your business all from one place. But, you might want to add Balance Due if you have clients who make payments so you can show them how much is left to pay.

How do I change the title text in the Invoice template?

If you can’t find a suitable template in the gallery, click the « Download Templates » button to download more free templates from QuickBooks. Click the « OK » button to select and open your preferred template. Click on each template thumbnail in the Template Gallery to preview how it will appear as an invoice. Click the « Customize » drop-down menu and select « Manage Templates » from the options. Some of the entered information is printed on the right side of invoices.