Invoice Options (US) | Veeqo Help Center

In Veeqo you can make changes to your templates depending on the needs of your business. This guide will tell you what options are available for your invoice templates.

What is an Invoice?

An invoice is the record of sale between you and your customer. In Veeqo, you can print invoices documenting the order details and shipping costs to send to your customer with their shipment.

To view your invoices:

Go to Settings.
Select Printing Documents.
Click on Invoice.
Here, you will see all your templates. There will be one default template to begin.
To view a preview, hover your mouse over the image and click to expand.

Editing Your Templates

You have two choices when editing your templates:

1. Use Veeqo's Custom Presets

Veeqo allows you to make a series of edits to your invoice - no code required! Make your edits using preset fields and toggles to customize what is printed on your invoice.

How to edit Custom Presets

Go to Settings.
Select Printing Documents.
Click on Invoice.
Click on the title of the invoice you want to edit.
The Document Setup page will open with a selection of options. These are:
1. Version name (maximum 30 characters).
2. Size: Choose between A4 or US Letter.
3. Branding:
  1. If any brands have been assigned to this document, it will show here.
  2. You also have the option to set this invoice as the default for any orders not associated to a brand with a specific invoice.
4. Document Header:
  1. Logo: add your brand logo (if applicable).
  2. Email: choose the email address which will be printed on the invoice. You can use your store email, the company brand email (if applicable) or enter an email address.
  3. Billing address: choose whether or not you want the customer billing address on the invoice. This is toggled on (blue) by default.
  4. Order number: choose between the Veeqo internal order number and the channel order number.
  5. Order barcode: choose between the Veeqo internal order barcode and the channel order barcode.
5. Table Contents:
  1. Table columns: This includes SKU and quantity by default. You can add one additional column (product variant barcodes, bin location, or line item price).
  2. Product bundles: choose between "bundle title + content" (shows all components) and "bundle title". We recommend "bundle title".
  3. Product variant images: enable this to show the product image for each line item.
  4. Line item notes: enable this to make any notes visible on the invoice.
  5. Larger font size per line item quantity: enable this to make the quantity larger.
  6. Bold line item quantity when more than 1.
  7. Larger font size for line item SKU: enable this to make the SKU larger.
6. Document Footer:
  1. Customer notes: enable this to add customer notes to the invoice.
  2. Personalized message: enable this to add a message to your invoice. When enabled, you will need to add a title (max 100 characters) and the content (max 400 characters). Personalised messaging can also be applied through branding.
You can click "Refresh preview" under the document image on the right at any time to view your changes.
Once you are happy with the document, click "Save Changes" in the bottom right.

2. Design an Invoice with HTML

You can design your own invoice from scratch using HTML editor. Take full control over your document, or make small adjustments to the pre-existing code. For a list of the attributes we support for invoices, see "Field Options" below.

TIP: Already have a document you love? Run it through your favourite AI assistant online to generate the HTML code you need!

How to upload an Invoice with HTML

Go to Settings.
Select Printing Documents.
Click on Invoice.
Click on "+ Add custom version" in the top right.
The Custom Invoice page will open. You can edit the following options:
1. Version name (maximum 30 characters).
2. Size: Choose between A4 or US Letter.
3. Branding:
  1. If any brands have been assigned to this document, it will show here*.
  2. You also have the option to set this invoice as the default for any orders not associated to a brand with a specific invoice.
HTML Editor. This is where you can custom build your invoice. The code for the default invoice will be provided. You can either:
1. Insert a field from the options provided. To do this:
  1. Click onto the line where you want to insert the field.
  2. Click the dropdown under "insert field".
  3. Choose the field (and value, if applicable).
  4. The code will be updated.
2. Delete the code and enter from scratch.
You can click "Refresh preview" under the document image on the right at any time to view your changes.
Once you are happy with the document, click "Create Template" in the bottom right.

Field options

You can insert the following fields to your invoices:

Value	Attribute description
invoiceNumber	The ID number on the invoice
orderNumber	The Veeqo order ID (found in the URL when you click on the order)
channelOrderNumber	The order number on the channel
channelOrderBarcode	The order barcode stored on your channel
invoiceDate	The date that the invoice was printed
barcode	The Veeqo order barcode
customerNotes	Any customer notes on the order
summaryTitle	Custom summary title
summaryText	Custom summary text
largeFontField	Opt in for large font

Troubleshooting HTML editor issues

Our HTML editor will scan for issues in your code. These will be classed as either "Errors" or "Warnings". Errors are issues which will prevent the template from working, you won't be able to save a template that contains errors. Warnings are less severe and the template may still work, but you should double check the code and view the preview.