Customize Your Invoices

Customizing your invoices isn’t something that must be done right away during setup, but we highly recommend it. You can always update your customization preferences later, once you’ve started using The Customer Factor and have a better sense of which options you’d like to show (or hide) on your printed and PDF invoices.

To customize your invoices, hover over the “Invoices” tab and select “Format.”

Or, simply click here to go directly to the Invoice Format screen.

Customizing Your Invoice

To begin customizing your invoices, select the “Customize Invoice” option shown above. This will open the customization panel where you can personalize your invoice layout and details.

You can:

• Choose from five available formats
• Upload your company logo
• Change the font style
• Choose which details to show or hide on your printed or PDF invoices
• Add personalized text such as notes, messages, or disclaimers

Uploading Your Company Logo

The first step is to upload your company logo. This logo will appear on your invoices and help reinforce your brand identity.

For best results, follow these recommended dimensions:

• Width: 200–400 pixels
• Height: 200–350 pixels

If you’re unable to resize your logo, simply email it as an attachment to support@thecustomerfactor.com, and we’ll gladly resize it for you. Be sure to include your username in the email for faster assistance.

Adding a Late Fee

If you’d like to apply a late fee to overdue invoices, you can easily include it within your customization settings. You can choose to apply the fee either as a percentage or as a fixed dollar amount—whichever you prefer.

Just check the box to enable late fees, enter the amount or percentage, and specify the number of days after which the invoice is considered late. Once set, the system will automatically apply the fee to qualifying invoices.

Credit Card Processing Fee

If you process credit card payments through either of our integrated payment processors, you now have the option to automatically include a processing fee on any invoice. This applies to invoices you send to customers as well as those you process directly within The Customer Factor using a customer’s credit card.

To enable this feature, simply click “Yes” and enter the percentage you wish to charge as the credit card processing fee. The system will automatically apply this percentage to the total invoice amount whenever a credit card is used for payment.

If, however, you don't accept credit cards and want to learn more, just click the "click here for more info" link as shown above.

Information to Appear

This section allows you to choose which company and customer information will appear on your printed or PDF invoices. Simply check the boxes next to each item you’d like to include.

For example:

• Under Company Information, you may want to display your company name, address, email address, and other contact details.
• Under Customer Information, you can choose to show the customer’s email address, phone number, or any other relevant details.

It’s completely flexible — just tick or untick the boxes on the left to control exactly what appears on your invoices.

General Section

The General section lets you customize the overall look and layout of your invoices. Here, you can adjust the heading color, font style, and choose whether to display details such as the job date, invoice number, or any additional information you’d like to include.

You can also select the “Paid” image that will appear on your invoices once payment has been received.

This section gives you the freedom to get creative and design invoices that best reflect your company’s style. Simply tick the boxes for the options you’d like to apply.

Text to Display

The Text to Display section allows you to personalize the wording that appears on your printed and PDF invoices. You can customize the labels or headings for different categories to match your preferred style or tone.

For example, instead of displaying “Invoice” as the main heading, you can change it to something more personalized, such as “Thank You”. To do this, simply select the radio button on the left of the field you want to edit, then enter your preferred text in the box on the right.

In this section, you can also set up notifications and specify the email address where invoice-related messages will be sent.

Message Text

The Message Text section is optional, but it’s a great way to add a personal touch to your invoices. You can use this area to share additional messages with your customers — for example, to highlight other services you offer, promote special discounts, coupons on their next service, or simply express your appreciation.

A default message, “Thank you for your business,” is already provided and ready to use. However, if you’d like to create your own message, simply select the “Personalized Text/Token” option by ticking the radio button. You can then edit or type your custom message in the boxes provided for each section.

Once you’ve finished customizing your invoice settings, don’t forget to click Update to apply your changes. With these personalization options, your invoices will not only look professional but also reflect your company’s unique brand and style.

Best Regards,