Invoice Settings

Set up and personalise the invoices sent to your customers, including custom texts, contact details, and branding.

🛠️ Where to Set It Up

Go to Settings > Invoices to configure the way your invoices appear when customers make a purchase.

✍️ 1. Personalise Your Invoice Texts

You can customise the wording that appears on every invoice to better reflect your studio’s tone and communication style. The following text areas can be adjusted:

• Greeting / Introduction
• Closing message

💡 Example:

• Introduction text: We reserve the right to charge you the following products and services.
• Closing text: Thank you for your purchase. Our latest terms and conditions apply to all purchases, unless otherwise agreed. If you have any questions, please don’t hesitate to contact us. All the best, your Yoga Team.
  
  

🏢 2. Add Your Company Details and Logo

Under Company Details in the Invoice, you can choose which business information to display by checking the relevant boxes.

We recommend including at least the following:

• Business email address
• Telephone number
• IBAN
• BIC

You can also upload your logo under Invoice Logo to ensure your branding is consistent.

✉️ 3. Set Up Your Invoice Email Template for Online Purchases

You can also customise the email that is automatically sent to customers after an online purchase. The invoice PDF will be attached to this email by default.

Fields:

• Subject:

  Your purchase with XXX Studio

• Message:

  Hi {First name}, thank you for your purchase at "XXX Studio". You'll find the invoice attached. If you have any questions, feel free to contact us at any time.

You can add placeholders and emojis to personalise the message further.

💳 4. Enable Online Payment for Unpaid Invoices

To reduce the hassle of chasing unpaid invoices, you can allow customers to pay directly online.

✔️ Check the box Add an online payment link to invoice emails of unpaid invoices.

When enabled:

• A payment link will automatically be added to invoice emails for unpaid invoices

• This makes it easier for your customers to pay

• You’ll save time and improve your payment collection process

4. 🏬 Invoices for Multi-Studio Accounts

If you're managing multiple studios, each one can have its own customised invoice layout and details.

🔁 Simply repeat the steps above for each individual location to personalise settings accordingly.