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Invoice Template Options
Updated over 10 months ago

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.

Size and Orientation

In the Size and Orientation section you can choose the size of your invoice from the drop down list. The available options are:

  • A4 21 by 29.7 cm

  • Letter 8.5 by 11 in

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General

Logo

To add a logo to your template you need to toggle on the option displayed below:

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The logo on your templates is pulled from the logo uploaded in your general settings. To add this follow these steps:

  1. Go to Settings > General

  2. Click CHOOSE FILE under the Company Logo section as displayed below

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3. Select an image file to set as your company logo in Veeqo.

4. Once it is added to your account the logo will appear between the dimensions and CHOOSE FILE button, as displayed below. This image will now be pulled on to your templates when you print invoices.

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Email

To choose an email to display on your templates follow these steps:

  1. Toggle on the option as shown below to display an email address on your templates.

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2. Choose between your store email address previously entered in Veeqo, your Company Brand email or a custom email address for this template.

  • If you choose your store email address this will be pulled into your templates from your store settings.

  • Your Company Brand email will apply the email address that is entered for the brand associated to the store.

  • To enter a custom email address for your templates check the Other option displayed below and enter the custom email address in the box provided.

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Billing address

To add your customers billing address to your invoice, toggle on the option displayed below. This will display the billing address from the order on your invoice.

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Table Content

Bundles

Use the radio buttons to decide how you want your bundles to be displayed on your invoice. You can choose to show the bundle title OR the bundle title with a breakdown of the contents in that bundle

Product Images

If the product images toggle is turned on (as displayed below) we will add your product images from the order contents to the invoice.

Item Notes

When the Item Notes option is toggled on we will add a notes section under your products and print the line item notes

Note: If there are no line item notes for a product, then you will not see the "notes" section for the product

Additional Information

Customer notes

If the Customer Notes toggle is turned on (as displayed below) you can choose to add customer notes to your invoice.

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Personalized Message

This section allows you to display a personalized message to your customers. To do this follow these steps:

  1. Toggle on the option to add a personalised message

    2. You can now add a title for the additional information you would like to add (e.g return address) and use the free text box to add your message.

Preview

You will have a preview of the template on the right hand side of the screen to show the layout of the template. If you click on the preview it will enlarge.

Note: This does not update with the changes you make. The editable fields will be highlighted in purple. To see your changes you will need to print a test.



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