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How to Customize Invoicing Templates
How to Customize Invoicing Templates

Dispatcher sends customizable invoices and payment receipts. Learn how to edit templates in this article.

Alyse Brodhead avatar
Written by Alyse Brodhead
Updated over 6 months ago

Want to ensure your customers receive all necessary information with each invoice? Customize the template to include the messaging you want.

How to Edit Invoice Email Template

  1. Click Settings

  2. Click Company Settings

  3. Click Invoice Settings

  4. Select Dispatcher

  5. Select Default Payment Terms

  6. Enter Default Terms and Conditions

  7. Customize Invoice Email Receipt Options

    • Logo: add your company’s logo by uploading an image no larger than 200 x 200 px.

    • Company Billing Info: update you company name, phone, address displayed on invoices

    • Include Pay Now button: give your customers the ability to pay their invoices online if you are connected with WastePay

    • Email Subject Line: edit the first line customers see when they receive your Invoice. The Invoice number will automatically be included

    • Email Message (Optional): add a message to your email body

  8. Click Save Changes

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