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Customise your Tax Invoices
Customise your Tax Invoices

Learn how to add your email, phone number, NZBN, farm logo or personal message, and set your default GST within your Tax Invoices

Updated over a week ago

To further customise your tax invoice go into your Actuals section and select Tax Invoices. Go to the Settings toggle within this page:

This will open up the options to customise the invoice form.

  1. GST mode: You can select either GST exclusive or GST inclusive to set a default for how you prefer to view your invoices. If you change this default setting it will only affect invoices created going forward your historic invoices will not be adjusted.

  2. Email: Include your farm email.

  3. Phone: Include your farm phone number.

  4. New Zealand Business Number: Include your farm NZBN.

  5. Farm Business Logo: Select a file, or can drag and drop your logo file into this section.

  6. Invoice note: Add a personal message for your customers. This may include information on payment terms for late payments.

  7. Save: Click here to save your changes.

Any changes you make to these settings will be set in place going forward. Any historical invoices already saved will continue to have their historical logo/message and information in them.

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