Forum Discussion

Isabeau's avatar
Isabeau
2 months ago

How do I customise my invoice?

So how do we add the logo and customise?   also would love ongoing invoicing options so I don’t have to manually input succeeding invoice numbers and add line items every time since I invoice the s...
  • Sigrid-Solo's avatar
    Sigrid-Solo
    2 months ago

    Hi Isabeau !
    Customizing Invoices
    Customising and adding your logo to your invoices is as easy as 1, 2, 3! 
    Just follow these steps, and your invoices should be dazzling in no time.

    1. Go to Money In and tap settings (⚙️).
    2. Tap Invoice settings.
    3. Scroll down to Invoice template to see a preview of your current invoice template.
    4. Tap Logo and colour to add, edit or remove a business logo and choose your brand colour. You can tap Preview template to see how it looks.
    5. Tap Save when you’re happy.

    Invoice Numbers

    The succeeding invoices should be updating so we would like to investigate that a little further, could you describe what happens, or doesn't happen, in a bit more detail so we can follow up with the right people?

    Saving Line Items

    This is already on our radar and work will start early 2025 to have this implemented, and we will release it as soon as we can!

     

    Your company is Uno EAP

    This is certainly something we need to fix up asap! Is the app showing that your business name is Uno EAP? Could you give us examples of where that is within the app? We will chase this up for you!



    Thanks Isabeau!

Sigrid-Solo's avatar
Sigrid-Solo
Admin
2 months ago

Hi Isabeau !
Customizing Invoices
Customising and adding your logo to your invoices is as easy as 1, 2, 3! 
Just follow these steps, and your invoices should be dazzling in no time.

  1. Go to Money In and tap settings (⚙️).
  2. Tap Invoice settings.
  3. Scroll down to Invoice template to see a preview of your current invoice template.
  4. Tap Logo and colour to add, edit or remove a business logo and choose your brand colour. You can tap Preview template to see how it looks.
  5. Tap Save when you’re happy.

Invoice Numbers

The succeeding invoices should be updating so we would like to investigate that a little further, could you describe what happens, or doesn't happen, in a bit more detail so we can follow up with the right people?

Saving Line Items

This is already on our radar and work will start early 2025 to have this implemented, and we will release it as soon as we can!

 

Your company is Uno EAP

This is certainly something we need to fix up asap! Is the app showing that your business name is Uno EAP? Could you give us examples of where that is within the app? We will chase this up for you!



Thanks Isabeau!

  • Isabeau's avatar
    Isabeau
    2 months ago

    Thanks! It was easy adding colour and logo my phone was just hiding the update button haha!

    also I worked out how to update the business name so no more uno EAP for me yay!

    every invoice I create I have to create an invoice number from scratch it says 00001 every time 

    so I have to input where I’m up to 

    eg I use sw074em

    next time I create an invoice I have to check what the last number used was and recreate it as it always goes back to the 0001

    • Sigrid-Solo's avatar
      Sigrid-Solo
      Admin
      2 months ago

      Thanks Isabeau ! I will look into this with some experts who can hopefully figure out what's happening and keep you posted as soon as I have a solution or workaround!

      • Isabeau's avatar
        Isabeau
        22 days ago

        So I need to have the numbers at the end of invoices that’s cool but it is sequencing the next number no matter who I invoice. It would be amazing if it could sequence each company/name rather than one total number.

        eg Abc company invoice ab123

        then next invoice for abc company would be ab124

        xyw company invoice xy789 

        then next invoice xy790

         

    • Sigrid-Solo's avatar
      Sigrid-Solo
      Admin
      2 months ago

      Okay, so I've gotten some great tips from some really smart people! The issue lies with the invoice's name; the system is not able to increment it since it ends in letters instead of numbers. 


      Example;

      SWEM074 would update to SWEM075 on the next invoice. 
      SW074EM would revert to 00001 as the system cannot register the numbers in the middle of the invoice number. 

      So, if you are able to, then it might be worth shuffling your naming convention up a bit and keeping the numbers to the end; that way, you won't have to update manually each time.

      I hope this helped, but please let me know if there's still anything I can help you with!

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