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Customizing Invoices

1 How to Add a Logo to StudioCloud*

Overview You can customize the logo that is shown on your invoices, estimates, quotes, in email templates, as well as CloudForms. Up to 3 logos are supported. Logo Restrictions Please note that logos must not be larger than 600 px by 200 px. Because of the…

2 How to Add a Signature Line, Terms of Agreement, or Tax ID to Invoice*

Overview This tutorial explains how to add a signature line, terms of agreement, and/or tax id to the invoice. How to Include a Signature Line to Invoices It is important to note that the signature line includes a line for a signature and a line for the date.…

3 How to Add a Tax ID Number to the Invoice*

Overview Some countries locales require that an invoice contain the business tax id number. This support article gives instructions on how to add the tax ID number to your invoices. How to Show A Tax ID Under The Client Details How to Save the Tax ID Number…

4 How to Customize the HTML Invoice, Estimate, and Quote Templates

Availability Subscription: EmployeeBoost, PartnerBoost, CloudAlerts, CloudBooking, CloudForms Overview This tutorial will show you how to customize the HTML5 invoice, estimate, and quote templates. HTML5 Invoice Templates Overview How Enable HTML5 Invoice,…

5 How to Customize the Look and Feel of the PDF Invoice

Overview This tutorial will show you how to customize the look and feel of the printed PDF invoices. How to Enable the PDF Invoice Click on the Settings component Click on the Settings tab Click the Manage StudioCloud Settings button Click the Print Using…

6 How to Customize The PDF Invoice and Estimate Wording

Overview This tutorial explains how to change the wording in the printed invoice, estimate, and quote Table of Content How to Change the Look and Feel of the Printed Invoice How to Open the Customize Invoice Wording Window How to Quickly Switch The Invoice…

7 How to Customize your Currency Symbol

Overview StudioCloud has included a wide variety of currency symbols; however, due to high customer demand you can now use whatever currency symbol you want to use. The currency symbol is used in both the pdf and html invoice templates. How to Customize Your…

8 How to Email an Invoice using HTML5 Invoice Templates

Overview This tutorial explains how to email an invoice to a client using the HTML5 Invoice Templates Prerequisite: Create an HTML5 Invoice Template An HTML5 invoice must be created before an invoice can be emailed to the client Click here for instructions…

9 How to Print the Invoice with Different Logos

Overview StudioCloud supports printing an invoice with up to 3 different logos. Setup Logos For PDF Invoice Click here for a tutorial on how to setup your Logos in StudioCloud How to Print An Invoice With A Custom Logo By default when printing a logo it will…