Invoice Settings

Invoice settings are available on the Business Settings screen. The settings are optional, you should use them if you intend to use Easy Books to produce your estimates, invoices or statements.

Show Currency

Invoices, estimates and statements show the currency code of the business by default. You can use this option to show or hide the currency code.

Address

Enter the address as you would like it to appear on the invoice, using the return key to separate each line. You can also add your office phone number and/or email address at the bottom of the address.

Logo

There is a space of 2cm height (0.8") by up to 17cm (6.7") wide at the top of the invoice. This space is reserved for your company logo. The image you provide is scaled to the height available, and aligned on the right of the page. Your business address is indented 4cm from the right side of the logo, so the best size for a company logo is 4 x 2 cm, or about 400x200 pixels. You can of course produce a complete 17cm x 2cm image for the whole top of the page. You can lay out the logo in whatever position suites you, aligning something in the image to the address would mean putting it at 13cm from the left side. If the image is less than 4cm wide, the image is aligned with the left hand side of the address.

Example Invoice Header

The image above shows the key dimensions for a good header image.

To set the logo in Easy Books, you pick from images stored on the iPad or iPhone. You can either produce the logo on the computer and sync with the device to transfer the image over, or if the image is available online, view it using Safari on the iPad and simply tap and hold on the image. You can save the image to your photo roll using this method.

Signature

If you need to include a signature on your invoices, prepare an image of your signature and store it in your iPad's camera roll. Tap to select the signature to include in Easy Books.

Standard Terms

Your standard payment terms are displayed on invoices if you haven't set specific terms for the customer. The payment terms occupy a space towards the bottom of the page. You would typically use this to assert your payment terms, such as "Payment is due 14 days from date of invoice". You can also include your bank details for your customer to make direct transfers, and a note that all amounts are in your chosen currency; for example "All amounts above are in US Dollars".

Standard Estimate Terms

Your standard estimate terms are displayed on estimates if you haven't set specific terms for the customer. You may use this field to specify how long your estimates are valid for.

Footer

It is usual to use the footer to show your business address and company number(s).


Further Information

For details of how to carry out tasks related to Customer Invoicing, please refer to: