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Invoice template

The invoice template defines the layout of issued invoices.

Required permission​

  • Your DoiT account must have the Admin role.

Access invoice template​

To access the invoice templates:

  1. Sign in to the DoiT console, select Billing from the top navigation bar.

  2. Select Invoicing, and then select the Invoice template tab.

    Invoice template

Set up invoice template​

If you haven't set up the template yet, configure the template as required.

  • Business name: The business name of your organization on the invoices.

  • Billing address: Selecting Use address from billing details will populate the address information from the contract.

  • Additional text: A footer message that appears at the bottom of the issued invoices.

  • Logo: Upload a logo image for invoices. The image format must be PNG or JPG, the maximum size of the image file is 1 MB, and the maximum dimension (width Γ— height) of the image is 200px Γ— 200px

When finished, select Save.

Edit invoice template​

To update the invoice layout, select Edit on the invoice template page and update the relevant fields.

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