How to Set Up Invoice Templates

Step 1: Access Invoice Templates

Start by logging into your Pabau account. Navigate to the Setup section in the left sidebar menu, then select "Invoice Templates" under Financials. Alternatively, use the search bar in the top right corner of the Setup section.

Step 2: Create or Edit Templates

There is at least one default template, but you can create more by clicking on "New Invoice Template" in the top right corner.

To edit an existing template, click on the one you want to modify. All templates share the same components, whether you're creating a new one or editing an existing template.

Template Overview: In the center of the screen, you'll see a preview of the invoice. Any changes you make will be reflected in real-time. The main components are Appearance, Payment Info, and Header.

Appearance Tab:

• • Choose the template type (Invoice, Receipt, or Statement).
  • Set the template as default if needed.
  • Upload your logo and adjust its size and position.
  • Customize margins and text color.
  • Choose the format for displaying client names.
    
    

Payment Info Tab: This tab has three parts: Body, Totals, and Payment.

• Body Tab:
  • Select fields to be displayed on the invoice.
  • Rearrange and rename elements as needed.
    
    

     

  • In the "Available" tab, you can see all of the elements that are not currently displayed on the invoice. To add some of the available elements, tick the box before the element you want to use. 
    
    
• Totals Tab:
  • Choose which elements related to the amount paid will be displayed.
• Payment Tab:
  • Decide whether to display bank details or add a button for online payments via Stripe.
  • Fill out bank details if displayed.
    
    

Header Tab:

• Company: Set a name for the invoice and add your business name, address, and contact information.
• Customer: Choose client-related information to display, such as the payment method used, appointment date, authorization code, or customer ID.
• Employee: Decide whether to display the name of the employee who raised the invoice.
• Messages: Add additional messages to display at the bottom of the invoice.
  
  

Step 3: Save Changes

To save the changes made to the invoice template, click on the "Save" button in the top right corner.

By following these steps, you can create or customize invoice templates to suit your business needs and maintain a professional appearance when interacting with clients.

 

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