Invoice Settings Configuration

The Invoice Settings Configuration section allows you to customise all aspects of invoice appearance, behaviour, and defaults, ensuring your invoices reflect your brand identity and streamline invoice creation workflows. Properly configured invoice settings eliminate repetitive data entry, maintain consistency across all customer communications, enforce business policies, and create professional-looking invoices that enhance your company's image.

Exacc provides comprehensive configuration options including visual template customisation with logo uploads, colour schemes, font selections, and layout choices that create branded invoices matching your corporate identity. Invoice numbering configuration enables you to define custom formats with prefixes, sequential numbering, and separate sequences for different invoice types or business units, ensuring organised record-keeping and professional appearance. Default payment terms, notes, and terms and conditions can be pre-configured to automatically populate new invoices whilst remaining editable for specific situations requiring different terms.

The settings interface provides preview functionality allowing you to see exactly how invoices will appear before saving configuration changes, ensuring logos display correctly, colours render appropriately, and all text appears as intended. Template customisation supports multiple invoice designs for different purposes such as standard invoices, tax invoices, proforma invoices, or receipts, with the ability to assign default templates to specific customer types or transaction categories. Email template configuration enables personalised messaging when sending invoices electronically, including custom subject lines, body text, and automatic PDF attachment settings.

Want to learn the exact steps to configure invoice settings for professional, branded invoicing? Follow our guide below for a detailed walkthrough of the invoice settings configuration process.