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Invoice settings

Change the logo and colour of your invoices to communicate your brand to customers.

  1. Go to Money in and tap settings (⚙️).

  2. Tap Invoice settings.

  3. Tap Invoice template to see a preview of your current invoice template.

  4. Tap Logo and colour to add, edit or remove a business logo and choose your brand colour. You can tap Preview template to see how it looks.

  5. Tap Save when you’re happy.

Change the business or contact details on your invoices

The business and contact details that show on your invoices can be changed in your invoice settings.

  1. Go to Money in and tap settings (⚙️).

  2. Tap Invoice settings then Invoice template

  3. Tap Contact details and change the details shown on your invoices and reports. You can tap Preview template to see how it looks.

  4. Tap Save.

Change the bank details included on your invoices

The bank details saved in invoice settings is included on all your invoices for customers to pay by direct deposit. You can change the bank details in invoice settings.

  1. Go to Money in and tap settings (⚙) in the top right.

  2. Tap Invoice settings then Payment settings.

  3. Scroll down to Direct deposit and tap Edit.

  4. Enter the bank account details and tap Save.

Change the email address customers reply to on invoices

The reply-to email is where emails are sent when your customers reply to an invoice email. You can change the email address in invoice settings.

  1. Go to Money in and tap settings (⚙) in the top right.

  2. Tap Invoice settings then Invoice emails.

  3. Next to Reply-to email, tap the email address or Add.

  4. Enter the email address and tap Save.

Change the name that appears on your invoice emails

The From name is the name that emails are sent from when you send an invoice email. You can change the name to something more meaningful, like your name or your business name.

  1. Go to Money in and tap settings (⚙) in the top right.

  2. Tap Invoice settings then Invoice emails.

  3. Next to From name, tap the name.

  4. Enter the name and tap Save.

FAQs

Can I change the look of my invoices?

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Yes, you can add a logo and brand colour that show on your invoices. Go to Money in, tap settings (⚙️), Invoice settings, Invoice template and Logo and colour.

How do I see what my invoices look like?

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Preview your invoice template by tapping Money in > settings (⚙️)> Invoice settings, then Invoice template. Tap Preview to get a closer look.