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Customize your Center's Invoices

Written by Josie

🔒 To edit your center's invoice layout, you'll need the Configure finance settings permission enabled

Invoices can vary significantly from one center to another based on your settings. This article will guide you through the different customization options available in Famly to help you create invoices that best suit your center.


Customizing Your Invoice Layout

You can customize your invoice layout to suit your center. For example, you can:

  • Add your center's logo

  • Edit the header and footer of the invoice

  • Add direct debit information (in Advanced Invoice Settings)

  • Show or hide the bill payer balance

💡 The logo uploaded in your invoice settings will appear on all invoices. If you'd also like your logo to appear on payment receipts and statements, make sure you've uploaded a logo in your general settings too. To do this, go to Settings, then General and Information, and click the purple house icon, then Change

To customize your invoice layout:

  • Click Settings in your sidebar, then Finances

  • Click Invoicing and payments

  • Scroll down to the Personalize your invoices section

  • Click Save layout changes when you're done

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