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
- Open the integration settings.
- On the left navigation panel, click Features.
- Tick the Advanced Features option and make sure the Sales Sync toggle switch below is ON.
- Click Save + Continue.
- Set up the General settings and click Save + Continue.
- Map your Transaction Types (if you haven’t already) and choose Categorised as the invoice format.
- Choose between Product and Category grouping. The integration will load the mapping options.
- Map your products or categories to your revenue accounts in your accounting software.
- Click Save + Continue.