Invoices can be customized with notes, a QR code, and other display options. Images can be added to the banner, photo area, or footer. The standard note is editable on the Notes tab, and visual settings like showing business details or item counts are managed on the Options tab. All changes apply to new invoices, while existing ones stay the same.
Along with the contact information displayed in each invoice's upper-left corner from the Business Info tab in Preferences, other options, including a standard note, colors, images, and account balance, can be customized.
From the sidebar navigation, click
Settings, then Preferences.
From the Invoices tab, then select the Customize button. See below for more information about the various options. When you're finished personalizing the invoice, select Save and close the Customize Invoice screen, then Save to close Preferences.
Features:
Standard Note: Include a note that will be displayed directly below the invoice totals.
Options: Select what options will be displayed, the font type, and column header colors displayed above the items being purchased.
Images: Add images to the different areas of the invoice and a QR code in the middle footer section with a short message.
Standard Note
Options
- (1) Body Font: The font style used for the body of the invoice.
- (2) Column Header Text: The color of the column header text.
- (3) Column Header Background: The background color used for the column header.
- (4) Display on Invoice: My Business Info (your name, address, etc will be displayed on invoices; un-check if your business information is displayed in your photo), Bold Delivery Address (contact address information will be shaded), Small Delivery Address (contact address information will be displayed smaller), Item Count (display the number of items being purchased), Sold To Label (next to the contact's name), and Account Balance.
Images
For any of the image placeholders, select the add image
to add an image or
to remove it. Hover over the information button 
to view the optimal image.
- (1) Top Banner: The image displayed at the top of the invoice (Optimal size: 7.5" x 1.15").
- (2) Photo: The photo is displayed just below the top banner on the left-hand side of the invoice (Optimal size: 1.4" x 1.4").
- (3)/(5) Left/Right Footers: The images on the invoice's bottom left and right footers (Optimal size: 1.5" x .75").
- (4) Middle Footer: Display a short message and enter a URL that will be displayed as a QR code on the invoice.
Note: Image files must be less than 600KB in size.
Additional Information:
- Preferences: Invoices tab
- To change the information displayed in the upper-left corner of your invoices, see Preferences: Business Info tab.
- Download free images from the Image & Asset Library or download the templates below and create your own images to add to your invoices in Boulevard.