Add your logo once and it shows on every quote, invoice, and credit note you send. Set your own number prefixes, write the covering email in your own words, and take the Sendinvo line off the PDF, so what a client files away looks like it came from your firm.
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Upload it once in your company settings and it appears on every quote, invoice, and credit note, at the size and position the template expects. The mark on the van is the mark on the paperwork.
Invoices, quotes, and credit notes number as INV, QU, and CN by default. Change any of them so the number on the document is the number in your job file.
Write the covering note that carries each document yourself, so a client reads your wording and not a default. See email templates.
Remove the “Created with Sendinvo.com” line from your PDFs, so the copy that goes into a payment file carries your name and nobody else’s.
Branding in Sendinvo is the short list of things that make a document unmistakably yours: your logo, your numbering, your words, and a clean PDF with nothing else on it. You set them once and every document you send picks them up.
Add your logo in your company settings and it shows on your quotes, invoices, and credit notes without setting it up three times. The same mark carries all three, so the quote you price in March, the invoices for the work, and any credit note after it all reach the client looking like one firm.
New documents number as INV, QU, and CN by default. If your job files already run on a pattern of your own, set your prefix for each type and Sendinvo counts up from there. Coming from another app, set the next number to carry on where your old invoices stopped. When a client rings about a number, it’s the number you have written down.
Every quote, invoice, and credit note goes out with a short covering email, and each one is yours to write. Put the address of the job and the client’s order number in the message and their office has what it needs to log it. That has a page of its own: see email templates. When you book or move a visit on the Schedule, the email telling the client when you’re coming comes in your company’s name too.
The file your client downloads is a clean A4 PDF. Take the “Created with Sendinvo.com” line off it whenever you like and the page carries your logo and your details alone. It isn’t held back for a bigger plan, because there is only one plan. For more on the document itself, see professional PDFs, and for corrections after an invoice has gone, see credit notes.
Add your logo once in your company settings and it shows on your invoices, quotes, and credit notes. You set it in one place, and all three document types use it.
Yes. Invoices, quotes, and credit notes use the prefixes INV, QU, and CN by default, and you can set your own prefix for each type, so the number on the document is the number in your job file.
Yes. You can take that line off your PDFs whenever you want. It isn’t held back for a bigger plan, because there is only one plan, so your finished document can carry your details alone from the first job. The emails that carry your documents still end with “Sent with Sendinvo”.
Yes. Invoices, quotes, and credit notes each have their own covering email, and you write all three yourself, so the note reaching a client reads in your words rather than a default.
Add your logo, number your documents your way, and take the Sendinvo line off the PDF, from the first quote you price.