Invoicing is available for all Ambrook Premium customers. 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 a default description (like payment instructions or contact info)
Go to Settings → Preferences.
Enter the text you want to include on every invoice under Default Description.
Note: You can also edit this on each invoice when you create 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.
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.
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!