Sales
Orders/invoices

Invoicing details

3min

How to edit and create invoicing details

You can edit your current invoice details or create new invoicing details by heading to Settings->Order/ invoice settings. Here, you can either select to Edit your Default invoice details or create New invoicing details.

Editing your invoicing details

You can edit your invoicing details by selecting the edit pencil. Here, you can change and amend the following headings for your invoices :

  • Name
  • Accountancy integration to sync with
  • Logo
  • Business details
  • Bank details
  • Contact details
  • PDF document options
  • Export invoice details

Creating new invoicing details

There may be occasions in which you need invoicing details that differ from your usual default invoice details. This is particularly handy when handling invoices for export or if you have multiple organisations under the same Breww account that you invoice from. By selecting New invoicing details, you can create a new set of details that can then be applied directly to a customer account. This can be done by heading to the customer, selecting Edit, and selecting the invoicing details from the Invoicing details to use.

Next time you raise an order for this customer, it will use these details rather than your default details.

Alternatively, you could set your invoicing details to be used on orders that are fulfilled from a specific site. Our Creating sites & locationsο»Ώ help guide discusses how to do this in more detail. Any invoicing details set on a customer will be prioritised over what is set on the site.