# Invoice Settings

The "Invoice Settings" feature allows agencies to customize invoices to reflect their branding and preferences. This includes adding logos, setting colours, hiding specific content, and choosing templates, providing a professional and consistent presentation for clients.

### **Benefits**

* **Brand Consistency:** Maintain a cohesive brand image across all invoices.
* **Customization:** Tailor invoices to include relevant information and exclude unnecessary details.
* **Professional Appearance:** Use templates and design options to create polished, professional invoices.

### **Pre-conditions**

* **Access to Settings:** Ensure you have the necessary permissions to access and modify invoice settings.

### **Steps to Use**

1. **Access Invoice Settings**
   * Log in to your Agency Handy account.
   * Navigate to the "Invoice" section from the sidebar.
   * Select "Settings" from the upper right corner.
2. **Customize Text & Logo**
   * **Add Logo:** Upload your agency's logo to appear on all invoices. The logo size is 32X32
   * **Title:** Set a title for your invoices (e.g., "Invoice," "Billing Statement"). The maximum number of characters for the title is 32.
   * **Default Note:** Add a default note to be included in every invoice (e.g., "Thank you for your business"). The maximum number of characters for the default note is 140.
3. **Set Colours**
   * **Background Colour:** Choose a background colour for your invoices to match your agency’s branding. You can also input the colour code here.
   * **Theme Colour:** Select a theme colour that will be used for headers, footers, and other highlighted areas. The system will take the theme colour code as input too.
   * **Text Colour:** Pick a text colour that contrasts well with the background for readability. Any color code can be input here.
4. **Add Agency Signature**
   * **Upload Signature:** Upload a digital copy of your agency's signature to be automatically added to invoices.
5. **Hide Content**
   * **Customer Address:** Option to hide the customer's address on the invoice.
   * **Agency Address:** Option to hide the agency's address.
   * **Discount Percentage:** Choose whether to display the discount percentage.
   * **Paid Amount:** Option to hide the amount already paid.
   * **Due Amount:** Option to hide the remaining amount due.
   * **VAT & Tax:** Option to hide VAT & tax details.
   * **Notes:** Decide whether to include or hide additional notes.
   * **Signature:** Option to include or hide the agency's signature.
6. **Choose Template and Preview Sample**
   * **Select Template:** Browse and select from various invoice templates that best suit your agency's style.
   * **Preview Sample:** View a sample invoice to see how the selected settings and customizations will appear.
7. **Save Settings**
   * After making all desired customizations, click "Save" to apply the changes to all future invoices.

### **Important Notes**

* **Consistency:** Ensure that the selected colours and logo align with your overall branding.
* **Review Customizations:** Preview the sample invoice thoroughly to check for any issues or necessary adjustments.
* **Updating Settings:** You can update invoice settings at any time to reflect changes in branding or preferences.


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