How to Format your Invoice Summary

As your business grows, so will the bulk of your invoices. When your clients start to use more and more of your services, the result may be a lengthy invoice that's rather hard to make sense of. That's why our invoice templates have a good way of listing the services and fees on an invoice by splitting them into a total by Account, as well as listing each account's line items in their own separate sections.

Here is an example of what that looks like:


If you'd like to set up your invoices in that manner, check out our help article for Document and Template Customization.

If you are familiar with HTML code, you can find the snippets of code you can use to do this in this Help Article. It also includes the HTML code of the example that can be seen above.

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