Invoicing is available on all Ambrook plans. Here’s how you can customize your invoices to better represent your business and help customers pay you faster.
Note: Changes made in Settings will only apply to new invoices and will not retroactively update existing ones.
Invoice Customization Options
Add your business address and logo
Go to Settings → Organization.
Enter your full business address.
Upload your business logo (note: this needs to be an image file).
Set default opening and closing messages
Add text that appears on every new invoice, like payment instructions, Terms & Conditions, or deposit terms.
Go to the Invoices tab.
Click the Settings icon to the right of the New Invoice button to open Invoice Preferences.
Enter text under Opening Message to show at the top of every invoice.
Enter text under Closing Message to show at the bottom.
You can still edit either message on any invoice.
Save message templates
If you use different terms for different jobs, save each version as a template and pick the right one while you create an invoice.
To save a template:
Create or edit an invoice.
Type your text in the opening or closing message field.
Click Save as Template.
Name the template, like "Deposit terms" or "Wholesale T&Cs," and save it.
To use a template:
Click into the opening or closing message field.
Click Use Template and pick one from the list.
To change a template: Insert it, edit the text, then click Update Template. To keep the original, open the arrow next to Update Template and choose Save as new template instead.
To delete a template: Open Use Template and click the trash icon next to it.
Customize your invoice numbering
In Settings → Preferences, update the starting invoice number to match your existing records.
Example: If your last invoice was number 1043, you can update the starting number to be 1044.
Add default attachments
Files you add here are attached to every new invoice automatically, like a W-9 or certificate of insurance.
Go to Settings → Preferences → Invoicing.
Under Default Attachments, drag files in or click to upload.
Default attachments are labeled Default on each new invoice. Remove one from a single invoice and it's still added to the next one.
Accepted files: PDF, JPG, PNG, TIFF, Excel (.xlsx), and Word (.docx). The same file types work for attachments on any invoice, bill, or estimate.
Send customer replies to a shared inbox
By default, a customer who replies to an invoice email reaches whoever sent it. Set a Reply-To email so replies go to a shared inbox instead, like billing@ar.com.
Go to Settings → Preferences → Invoicing.
Enter an address under Reply-To Email. Ambrook suggests your business and team emails, or you can type any address.
Save.
Replies to invoice emails and reminder emails both go to this address.
Adjust default payment terms and accepted payment methods
In Settings → Preferences, choose your preferred default for:
Payment terms (e.g. Net 30)
Accepted payment methods: credit card, ACH, or check/cash
You can always adjust this on a specific invoice when you're creating it as well
To customize this for individual customers:
Go to Settings → Contacts.
Click the customer name
Set specific preferences for them under their profile.
FAQs
Q: Can I change the size or placement of my logo?
A: Not directly, but you can adjust how it displays on the invoice by uploading a version with more or less white space around it.
Q: Can I change the spacing or layout of the invoice?
A: Not at this time. Spacing adjusts based on the number of line items and information included on the invoice.
Q: Will my invoice fit in a window envelope?
A: Yes. Ambrook invoices are formatted to fit in a standard #10 double-window envelope.
Q: Can I set up an item or price list in Ambrook?
A: Yes! You can create items that will be available to select when you're creating an invoice by going to Settings -> Items. You can learn more here.
Q: Can I remove the organization email from my invoices?
A: No. The Organization Email is a required field and can't be removed, though you can update it under Settings → Organization. By default it's CC'd on invoices you send through Ambrook. See Creating and Sending Invoices for details.
Have other formatting changes you’d like to see in the future? Let us know at support@ambrook.com. We’re always trying to make our invoicing work better for your business!