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How-To: Create Customizable Invoice With Cone
How-To: Create Customizable Invoice With Cone

Create tailored invoices with Cone

Updated today


Summary

  1. Customizable invoice settings

    • Logo: Upload your company's logo to personalize invoices

    • Invoice title: Customize the title displayed at the top of the invoice

    • Company details: Enter legal name, email, address

  2. Managing settings

    • Access settings under Branding to manage your logo and other details

    • Customize the invoice title in the PDF settings

  3. Benefits of customization

    • Reflect your brand identity with a personalized logo

    • Simplify the invoicing process by saving templates or sending directly from draft

  4. Creating and sending invoices

    • Select the client and add line items, pricing, and due date

    • Review details before finalizing

    • Choose to save as a draft for later use or send directly to the client

  5. Preview and final touches

    • View the finalized invoice layout with all details.

    • Includes invoice number, state, due date, ABN (if applicable), sender details, and recipient information.

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