FAQ - How can I edit my invoice template?

If you have Xero or QuickBooks Online integration enabled, we don’t have direct control over invoice templates within SortScape. You need to edit the invoice layout and set payment instructions in Xero or QuickBooks Online, not on SortScape’s Invoices settings page.

Xero

If you have Xero integration enabled, you can select which Xero Branding Theme to use when creating Xero invoices from SortScape. To do this, open Settings → Integrations → Xero and change Default branding theme. (You need to be connected to Xero to change this.)

QuickBooks Online

There is no SortScape setting to choose a QuickBooks invoice template. If payment instructions are missing on SortScape-created invoices, see Why don’t payment instructions appear on QuickBooks invoices created from SortScape?.

SortScape built-in invoicing

The following only applies to SortScape’s built-in invoicing. It does not apply if you are connected to Xero or QuickBooks Online. If you are using SortScape’s built-in invoicing, open Settings → Invoicing → Invoices to upload your logo, add payment instructions to your email template, or set the default invoice due date. See Setting invoice due dates.

Full custom invoice layouts are not available for built-in invoicing. For invoice numbering limits, see Setting invoice numbers.

Getting your invoices to say “Tax invoice”

You cannot retype the heading, but you do not need to. SortScape sets it for you: the invoice PDF and the online invoice are headed Tax invoice when the invoice tax treatment is tax inclusive or tax exclusive and the invoice has GST or a GST Free line item. If you are seeing Invoice and expected Tax invoice, check the tax treatment rather than the template. See When an invoice is headed “Tax invoice” or “Invoice”.