The invoice template can be customized to fit your organization’s standards.

To customize your invoice, go to Payment Center Settings tab, then click Customize Invoice button. You can set the following:

  • Invoice Logo
  • Logo Height – the default value of 55 is optimized for the default template. You can change the height as long as you also make sure to edit your template to accommodate the new size. Changing the height resizes the logo proportionally (i.e. the width will also change automatically). If you want to display the logo in its original form, simply remove the height value.
  • Invoice Template
  • Default Email Subject
  • Default Email Message
  • Additional Invoice Recipient

The default settings can be overwritten during the time the invoice is sent. The {COMPANY_NAME} placeholder is used to dynamically retrieve your company name. More placeholders can be found here.

Address and phone number are pulled from your company information in Salesforce. To set your address and phone number, please see instructions here.

Invoice Lines Customization

Invoice Lines Customization allows you to select the fields that will be displayed in your invoice lines table.  You can also add a second line and sort the invoice line items.

Advance Customization

For advanced customizations of the Invoice Template, click Edit Template. This requires Visualforce knowledge. More information on Visualforce Email Templates can be found here.