Customize your documents

1. Open the design page

1. 1Click Settings (last tab on the left).
2. 2Open Customize your invoices, receipts and pay stubs. A live sample invoice sits beside your choices and changes as you work.

2. Words, colour and logo

1. 1Change the big heading words if you like — for example INVOICE, BILL, SALES RECEIPT or PAY STUB.
2. 2Pick a colour for the heading and the total line. Leave it empty to keep the normal colour.
3. 3Type your address, phone and email under Contact lines — one line per line.
4. 4Tick or untick Your logo to show or hide it.

3. Choose what prints

1. 1Tick the details you want on the page: due date and terms, P.O. number, who made the sale, how they paid, and notes under each item.
2. 2For pay stubs, choose whether to show the pay period, how the worker was paid, and time-off balances.
3. 3Add a message at the bottom of invoices and receipts, and how-to-pay instructions under the invoice total.

4. Put the columns in your order

Invoices and Point of Sale receipts have five columns: Item, Description, Qty, Price each and Total.

1. 1Find Column order, left to right.
2. 2Click ← Left or Right → beside a column to slide it one place. Repeat until the sample reads the way you like — for example Item, Description, Qty, Price each, Total.
3. 3The Description column shows each item's notes, and only appears when Notes under each item is ticked.

5. Save it

1. 1Click Save my design. Every invoice and receipt you print or email from now on uses it — including old ones you reprint.
2. 2Changed your mind? Put everything back to the normal look with the reset button on the same page.

Starting over with a clean company? On the WIPE screen, leave "Customize your documents" ticked and your design is kept.