The Invoice Settings page contains editable details that are included with any invoices sent to customers or merchants. On this page, you can update your invoice to include your business logo and other business details, add or remove other information, or include specific fields that are required for your customers to fill out. You can also access an API key to generate the invoice on your website.

Navigate to the Invoice Settings page by clicking the PLUS icon next to Invoices under Forms in the left hand navigation panel to open a drop down menu, then click Invoice Settings.

Partial view of the Invoice Settings page, including the Invoice Details section.

Invoice Settings Features

Click here to view the features of the Invoice Settings page.

Invoice Details Section

The Invoice Details section contains the following editable fields:

Invoice Details Section Field Name

Description

Address

Your business’s street address.

Address 2

The suite portion of your business’s street address.

City

The city portion of your business’s address.

State

The state portion of your business’s address.

Zip

The zip code portion of your business’s address.

Country

The country portion of your business’s address.

Phone

Your business phone number.

Website

Your business website address.

Receipt Title

The title displayed on the customer’s receipt copy.

Receipt Message

Any message you choose to include with the customer’s receipt.

Create Token

Indicates whether you would like to create tokens from the customer payment method during invoice payment.

Enable ApplePay

Indicates whether the invoice can be paid with ApplyPay.

DBA-Statement Descriptor

The text associated with a payment on the customer’s credit card.

Logo

This field allows you to upload a business logo for the invoice. Click the UPLOAD icon to add a .jpg file that includes your logo.

Legal/Age Restrictions

Click the OPEN PAGE icon to view any legal/age restrictions statement included with your invoice. To add a new link to this field, click edit, and copy/paste the URL into the field.

Web ACH Authorization

Click the OPEN PAGE icon to view any web ACH authorization statement included with your invoice. To add a new link to this field, click edit, and copy/paste the URL into the field.

Consumer Data Privacy Policy

Click the OPEN PAGE icon to view the Consumer Data Privacy Policy statement included with your invoice. To add a new link to this field, click edit, and copy/paste the URL into the field.

Terms and Conditions

Click the OPEN PAGE icon to view the Terms and Conditions statement included with your invoice. To add a new link to this field, click edit, and copy/paste the URL into the field.

eCheck Authorization

Indicates whether eCheck payments are authorized for the invoice.

Return/Refund Policy

Click the OPEN PAGE icon to view the Return/Refund Policy statement included with your invoice. To add a new link to this field, click edit, and copy/paste the URL into the field.

Delivery Policy

Click the OPEN PAGE icon to view the Delivery Policy statement included with your invoice. To add a new link to this field, click edit, and copy/paste the URL into the field.

Secure Checkout Policy

Click the OPEN PAGE icon to view the Secure Checkout Policy statement included with your invoice. To add a new link to this field, click edit, and copy/paste the URL into the field.

Invoice Details Sections Actions

The Invoice Details section supports the following actions: edit, copy/paste.

To edit any portions of the Invoice Details section, click the PENCIL icon in the top right hand corner of the page. Edit any information in the fields, and click the CHECKMARK icon to save your changes, or discard your changes and return to the previous version by clicking the X icon.

You can copy/paste some information from the section by clicking the CLIPBOARD icon to copy information to your computer’s clipboard, and then paste to your website or another destination. The copy/paste items are located in the lower right hand corner of the section, and include: Initials, Company, Invoice Amount, Today.

Under the Hood Section

The Under the Hood section contains details about API keys for embedding your invoice and additional optional fields, including the following information:

Under the Hood Section Field Name

Description

API Key

The identification number for the API code used for embedding a copy of the invoice into your website. If more than one code is associated with your account, you can access the additional codes when you edit the section.

Require Billing Address

Indicates whether the customer is required to enter their billing address for payment. To change this requirement, edit the section.

Require Shipping Address

Indicates whether the customer is required to enter their shipping address for payment. To change this requirement, edit the section.

Under the Hood Section Action

To edit the Under the Hood section fields, click the PENCIL icon in the top right hand corner of the page. Edit any information in the fields, and click the CHECKMARK icon to save your changes, or discard your changes and return to the previous version by clicking the X icon.

Related Pages

Click the links or items in the page to access any of the following pages: