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 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.
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!