Customising invoices and estimates

Whether you create only a few simple invoices every month or send out dozens of complex invoices daily, we've made sure your invoices look good in any case. Setting up your invoices just the way you like them is simple and intuitive.

Invoice settings

Late fees

Late fees can be enabled or disabled and a default late fee rate can be set. Late fee rates can be set individually per customer as well when setting up or editing a customer profile.

Taxes

If your company is liable for VAT, make sure to include your VAT number under company details. If not, you can disable taxes on your invoices. Should you have any taxes already applied on the invoice, you will be warned before the taxes are disabled.

It's also possible to choose whether line item prices are displayed as gross or net prices if taxes are enabled.

Line item settings

Many of the line item attributes can be toggled - quantity, units, discount, description and SKU.

Invoice number

If an invoice number has already been assigned to the invoice, adjusting these settings will only affect future invoices - they will not apply to the current invoice. 

Read more about invoice and estimate numbering here.

Reference number

If your company is based in Estonia, you have the option of generating reference numbers.

Learn more about reference numbers here.

Appearance

Themes

Sliptree currently offers two themes to choose from - 'Modern' and 'Minimalist'. The only changes these make are cosmetic - any data on the invoice will not be affected.

Logo

Upload your logo and it will show up on the invoice. After the logo has been uploaded, it can be aligned left, right or center, according to your preferences.

Approved image formats are PNG, JPG, GIF and SVG up to 1MB in size.

Colors

Using the 'Modern' theme, you can choose a primary color for your invoices and estimates. This will let you align the invoice colors with your brand colors, for example.