Setup and customise your invoice in OrderHub ready for printing or to send to customers
Why would you want to do this?
Use the same invoice design across all sales channels to build brand awareness
Include all the information relevant to your business
Position shipping labels if you use integrated label paper
How to create a basic invoice
Click on Settings
Click on Invoice Designer
Select the template which matches the integrated label paper you use. If you don’t use integrated label paper, we recommend the template “Default Forms Plus FPS-3”, or you can create a blank one from scratch.
How to use Data Fields
Each template will come setup to provide all basic information you would expect from an invoice. You can choose to add or remove any bits to suit your purposes.
Click an existing box, or add a new box by clicking “Text”
Move and resize the box till you’re happy with it
Add text or a dynamic data tag to display the information you want (see A Guide to Dynamic Tags for more detail on these tags)
Things to Remember:
Anything you type out yourself will appear on every invoice, but a dynamic data tag will map specific data for the order.
Your company details are mapped using dynamic data tags in our templates. This information is taken from “My Account” and can be changed there, or overwritten manually
Example: If you type “12-08-2016” every invoice you produce will say “12-08-2016”. However if you use the data tag “%%order.purchaseDate%%” then each invoice will display the date the order was purchased
How to add and move images
Images can be added in an almost identical way to text
Click the Image button on the left hand side
Select the image you want to upload
Move and resize the image
How to add product images to the invoice
You may want to see an image of the product on the invoice, to help ensure the right item is picked
Click on Settings
Click Invoice Mapping
Tick the box to Include Product Images
Things to remember
We can only display the image on an invoice if the product has been imported into the system. When a product is imported we store the listing image in OrderHub for use in our system.