Invoice format

Pamela Calilung
Customer success manager Request support

Invoice format

Overview
  • Type of invoice formats
  • How to edit the invoice format

During the setup of your integration, you can choose your preferred invoice format from the options listed below:

  • Summarised – Sales totals into an invoice including, tips, fees taxes and more.
  • Categorised – The invoice will have a line item for each category of products sold.
  • Products – The invoice will have a line item for each product sold.
How to edit the invoice format
  1. Open the integration settings.
  2. On the left navigation panel, click Features.
  3. Tick the Advanced Features option and make sure the Sales Sync toggle switch below is ON.
  4. Click Save + Continue.
  5. Set up the General settings and click Save + Continue.
  6. Map your Transaction Types (if you haven’t already) and choose Categorised as the invoice format.
  7. Choose between Product and Category grouping. The integration will load the mapping options.
  8. Map your products or categories to your revenue accounts in your accounting software.
  9. Click Save + Continue.