Please Note: This guide is only applicable to users accessing our new Express v2 system. If you have not had your system updated to this version of Express you can contact email@example.com to see if you are eligible for an upgrade.
To access the Invoice Settings in Express navigate to System Settings and then select Invoice Settings.
Important: Only the PPS System Administrator will have access to the invoice settings.
The invoice settings allow you to customise and configure the information that you want to be included in the layout.
Add a company logo by selecting Browse Files where you will be able to select an image from your device and save it to the invoice.
Enter your Company Name, Company Address and Company Contact Information to be displayed at the top of the invoice.
Add any important Additional Information to be displayed at the bottom of the invoice, this could include company registration information or BACS details where required.
Enter the Email Subject here that will be displayed when the invoice is sent to the client via email.
Tip: For full steps on the billing process in Express have a look at this guide.
To view the invoice or download it as a PDF navigate to the client log, locate the invoice and you will see the options to download the PDF to your device or to send the invoice where you can enter the email address.
Open the downloaded PDF to view the invoice with the added logo and company details: