In the current version of InvoiceOwl, the old "Personalize Invoice" options have been reorganized into dedicated settings pages for a cleaner experience. Here is where you can find each feature:
Document Layout and Design:
- Go to Settings > Template Designer (under the Documents section) to customize the layout, fields, labels, and numbering for your invoices and quotes.
Message Templates:
- Go to Settings > Message Templates (under Documents) to customize the email and SMS messages sent to clients.
Payment Instructions:
- Go to Settings > Payment Instructions (under Documents) to add text that appears on your invoices, such as bank details or accepted payment methods.
Automated Reminders:
- Go to Settings > Automated Reminders (under Documents) to set up automatic follow-ups for unpaid invoices and pending quotes.
Receipts:
- Go to Settings > Receipts (under Documents) to enable automatic receipt emails after payments.
Tax Rates:
- Go to Settings > Tax Rates (under Business) to manage the taxes applied to your invoices.
On the Mobile App
- Tap the More tab (bottom right).
- Tap Template Designer.
- Use the settings hub at the bottom to configure colors, templates, banners, watermarks, fields, and labels for your documents.