How To Use Document Themes for Invoices

Learn more about how to use document themes to make your Tradify invoices look professional. 

Note: some features mentioned in this article are still being rolled out to Tradify users and you may not see these in your account. If you have any questions, please email support@tradifyhq.com.

Start with How to Use Document Themes if you haven’t used document themes before.

This article covers the document theme options specific to invoices.

1. When creating or customising a document theme change to the Invoices tab.
   
   
   
   
2. Make your changes - see Invoice Options below for details.
3. Click Save.

Invoice Options

Invoice Title & Draft Invoice Title: these are used as the title on the invoice. Which title is used is based on whether the invoice has been approved or is still a draft invoice.

Terms & Payment Information: these are the default terms and payment information that will be added to an invoice when you select this Document Theme for an invoice. If you change the selected Document Theme on an invoice, the Terms & Payment Information on that invoice will be overwritten with the Terms & Payment Information on the newly selected document theme.

Note: if you are customising the currently selected Document Theme from the Preview tab of an invoice, making a change to the Terms & Payment Information WON’T automatically be applied. You’ll need to update the Terms & Payment Information directly on the invoice.

Invoice Details: this is all the invoice and job information you can choose to have in the header of your invoices.

Show job number: if this is switched on and the invoice is associated with one or more jobs, the job number(s) will appear in the invoice header.

Show site: if this is switched on:

• the name of the Job Site on the invoice will appear in the invoice header.
  
  
  
• Also, if the show job address is switched off, and/or there is no job or more than one job associated with the invoice, then the address associated with the selected Job Site on the invoice will be shown as Site Address on the invoice. 
  

• Show reference: if this is switched on, and there is a Reference on the invoice, it will appear in the invoice header.
  

• Show description: if this is switched on the Description provided on the invoice will appear above or below the line items.
  

• Line Items: choose whether or not to show the breakdown of line items on invoices using this document theme.
  

If you choose to Show line items, then you can also choose which line item columns to show on the invoice.

1. Show quantity
2. Show unit price
3. Show discount
4. Show tax amount
5. Show amount

Payment Details: these options relate to what payment options should be provided to your customer.

Show payment advice cut-away: if this is switched on, invoices using this document theme will include a cut-away section at the end of the invoice.

Allow Stripe Credit Card Payments: if this is switched on, on invoices using this document theme you will have the option to Accept credit card payments on this invoice. See this article for more info on Stripe payments.

If you are allowing Stripe credit card payments on invoices using this document theme, then you can also switch on the following options:

• Stripe Credit Card Payments defaulted ‘on’: if this option is switched on, when this document theme is selected on an invoice, the Accept credit card payment on this invoice option will be automatically switched on.
• Default to pass Stripe payment fees on to customers as a surcharge: if this option is switched on, when this document theme is selected on an invoice, the Pass surcharge on to customer option will be automatically switched on.

Payment reminder emails defaulted ‘on’: if this option is switched on, when this document theme is selected on an invoice, the Email reminders option will be automatically switched on. See this article for more info on payment reminders.