You can customise the appearance of receipts, invoices, etc. You can include images and logos, but form fields will not work.

The Invoice & Notification Customisation area allows you to personalise the appearance and content of your customer emails, invoices, quotes, receipts, shipping notifications and other automated communications.

To access these settings: go to 

It is recommended to send yourself a test email after making changes.

A list of options available in this area follows this image. 

Screenshot sample of area

Currency, Pricing & Tax

These settings control how pricing appears throughout invoices, quotes and email notifications.

Tax Number: Enter your business GST, VAT or Sales Tax registration number. This will appear on invoices and other tax documents where applicable.

Price Display Format: Choose how prices are displayed to customers.

Available options include:

• Tax exclusive
• Tax inclusive
• Tax wording displayed
• Dual line pricing (showing both inclusive and exclusive prices)
• Shipping included pricing
• VIP pricing display

Choose the option that matches your country's tax requirements and how you want customers to view pricing.

Note: Tax wording options are only available after you have configured a GST, VAT or Sales Tax rate under Tax & Currency Settings.

Company Name (Official): Enter your official registered business name. This name is used on invoices and other formal documents.

Logo & Email Style

These settings control the branding used across all automated emails.

Email Template Logo: By default, the system will use the logo used on your website. However, if this is white, or rectangular, it may not fit correctly on notifications. The logo appears at the top of invoices, receipts and most customer emails. 

For the best results: Use a PNG with a transparent background. 160x160 square works best on notifications.

Email Template Font & Size: Choose the font family and size used throughout your email templates. Using a clean, easy-to-read font improves readability across all devices. Template Style (CSS) Advanced users can customise the email styling using CSS. This allows you to change items such as: Colours, Fonts, Headings, Button styles, Table formatting, Spacing. Changes affect all email templates that use the standard layout.

Email Addresses

Notifications Email : This is the email address that receives order notifications and merchant copies. Usually this is your sales or administration email address.

Reply Address: Customers who click Reply in an email will send their message to this address. This can be different from the notification email if required.

Sales Representative BCC: Enable this option to automatically send a BCC copy of quotes and orders to the assigned sales representative.

Orders & Invoices

These settings control how orders and invoices are generated.

Order or Tax Invoice: Choose whether customer documents are labelled as: Order or Tax Invoice.

Merchant Copy: Choose how the merchant receives notifications. Options include: Email merchant copy, Email with PDF attached, Disable merchant notifications.

Item List Sorting: Choose the order products appear on invoices. Options include: Cart order, Product code, Product title, Stock location, Chronological, Historical.

Barcodes: Optionally include barcodes on invoices. This is useful for warehouses or businesses using barcode scanners.

Login Link: Control whether customers receive an automatic login link within emails. Options include: Include Auto Login Link, Disable Auto Login Link, Hide Login Link.

Order / Invoice Header: Customise the content shown at the top of invoices. Common uses include: Thank you message. HTML formatting is supported.

Order / Invoice Footer: Customise the footer shown on invoices. 

Quotes

These settings customise quote emails. 

Quote or Estimate: Choose whether documents are labelled as: Quote, Estimate

Heading / Subject: Customise the email subject line customers receive. Example: Your Quote from ABC Landscaping

Quote Header: Displayed above the quoted items. Often includes: Introduction, Thank you message, Quote validity, Acceptance instructions.

Quote Footer: Displayed below the quote. Common additions include: Terms & Conditions, Payment information, Contact details

Booking Notifications (Staff)

These notifications are sent to staff when bookings are received.

Email Subject: Customise the subject line. 

Email Heading: Displayed at the top of the notification.

Booking Email Template: Edit the full booking notification template. HTML formatting is supported.

Receipts

These settings control payment receipt emails.

Subject: The email subject customers receive.

Heading: Displayed at the top of the receipt.

Receipt Options: Available options include: BCC Merchant, Include Additional Order Information.

Receipt Header: Appears above receipt information.

Receipt Footer: Appears below receipt information.

Delivery Dockets

Delivery dockets can be customised separately from invoices.Docket WeightsChoose whether shipping weights appear on delivery dockets.Item List SortingChoose how products are listed.SubjectCustomise the delivery docket email subject.Docket HeaderDisplayed at the top of delivery dockets.Docket FooterDisplayed at the bottom of delivery dockets.Shipping NotificationsShipping notifications inform customers when their order has been dispatched.SubjectSet the email subject.Example:Your Order Has Been ShippedDefault Tracking URLEnter a default courier tracking URL.This can be overridden for individual shipments if required.Item List SortingChoose how products are listed.Shipping Notification Default NotesEnter default notes included with every shipping email.Examples include:Delivery expectationsCourier instructionsTracking informationShipping Notification HeaderAppears above the shipment information.Common examples:Your order is on its way!Thank you for your purchase.Shipping Notification FooterAppears below shipment details.Often includes:Courier contact informationReturns informationCustomer support detailsShipping TemplateThis controls the complete shipping email layout.Advanced users can fully customise the HTML template.Collection NotificationsCollection notifications are sent when orders are ready for pickup.SubjectCustomise the email subject.Example:Your Order is Ready for CollectionDefault Collection NotesDisplayed within every collection notification.Common information includes:Collection hoursPickup instructionsIdentification requirementsCollection Notification FooterOften contains:Pickup addressParking informationHealth & Safety instructionsContact detailsCollection TemplateEdit the complete collection email template.HTML formatting is supported.Order Status & Note EmailsThese emails are sent when order statuses are updated or staff add customer notes.SubjectSet the email subject line.Order Status HeaderDisplayed above the order update.Order Status FooterDisplayed below the update.Typically contains:Company signatureContact detailsBrandingDownload Link EmailsUsed when selling downloadable products.SubjectSet the email subject.Download Links HeaderDisplayed above the download links.Download Links FooterDisplayed below the download links.Many businesses include:Support contact detailsDownload expiry informationLicence informationSubscription Renewal NotificationsAutomatically remind members that their subscription is due for renewal.Templates can be customised for multiple reminder periods.Available reminders include:1 Month Before Renewal14 Days Before RenewalEach reminder can have its own wording and branding.Default Email SignatureCreate a standard signature used across your email templates.A typical signature includes:Business nameContact personPhone numberWebsiteEmail addressSocial media linksUsing a consistent signature gives all customer communications a professional appearance.

List of Email Notification Tags

More Tags

For more Notification Tags - see Creating an Email Template / Email Tags

Additional Shopping related tags see - Custom Invoice / Receipt Tags

For Tags related to building a template see - Custom Template Tags