How To Change Invoice Template In Square

You lot can apply the Invoice template or the API to customize the content of an invoice . You can likewise ready a customer preferred language and include public information in your business relationship details. Because yous know more well-nigh your customers and your business concern than Stripe does, make certain your invoices include all of the required information. Your invoices must be accurate, charge the appropriate revenue enhancement, and comply with all applicable laws and regulations in your region.

The Invoice template

Stripe allows y'all to customize—too as preview—electronic mail receipts, hosted invoices, invoice PDFs, and more, in your Branding settings.

Icons and logos must exist in JPG or PNG format, less than 512kb in size, and equal to or greater than 128px by 128px.

Icon—A square, digital-friendly icon or logo.
Logo—A non-square logo to override some uses of the icon.
Brand color—Used on receipts, invoices, and the customer portal.
Accent color—Used equally a background on emails and pages.

Apply brand settings

Brand settings apply to your whole business relationship and take upshot in many places.

Setting	Emails	Checkout & Payment Links	Client portal	Hosted Invoice Page	Invoice PDFs
Icon	Yes	Yes	Yes	Yes	Yep
Logo	No	Yeah	No	No	Yes
Brand color	Yeah	No	Yes	Yeah	Yes
Accent colour	Yes (background color)	Yep	Yes	Aye	No

Stripe automatically generates invoice numbers to help runway and reconcile invoices. Invoice numbers have a prefix and suffix, such equally 586A2E-0139 or MYSHOP-1203. (The full invoice number is always unique across your business relationship in both schemes.) Stripe supports two invoice numbering schemes:

Sequentially for each customer (customer-level)—Uses a unique prefix for each client and assigns invoice numbers sequentially for a given client.
Sequentially across your account (business relationship-level)—Uses the same prefix for every customer and assigns invoice numbers sequentially beyond your entire account.

Stripe chooses a default behavior based on the land your Stripe business relationship is based in. European Spousal relationship member countries and the Uk typically require account level sequencing. All other countries default to customer level sequencing because information technology doesn't expose the total number of invoices. When switching betwixt schemes or updating prefixes, simply future invoices use the new settings. This doesn't bear upon existing invoices.

Invoice requirements vary by jurisdiction. Consult with a professional for guidance on your specific use case. You lot're responsible for verifying that the invoices you issue run across local tax requirements.

Customer level prefixes

When y'all configure an invoice to utilize customer-level numbering, each invoice number begins with the customer's unique invoice prefix.

For instance, if i of your customers is a business named Typographic, you might set the prefix to TYPGRA. The first invoice number for Typographic would be TYPGRA-0001, the 2d would exist TYPGRA-0002 and then on.

You can override prefixes so that you can trace invoices back to your customers. Yous can set prefixes on the Customers folio in the Dashboard or with the API by using the invoice_prefix parameter. Prefixes have to be between iii and 12 characters and they tin't match whatsoever other customer prefix, including prefixes that are no longer in use.

Business relationship level prefixes

When you configure an invoice to use account-level numbering, each invoice number starts with a common prefix and has a sequential number.

For example, if your business is named Rocket Rides, you might set the prefix to RKTRIDE. Your offset invoice would be RKTRIDE-0001, a second invoice to a different customer would be RKTRIDE-0002, another invoice to the first customer would be RKTRIDE-0003, and and so on.

Stripe automatically assigns the account-wide prefix, but yous tin override information technology to make it clearer that these invoices come from you. If yous want to modify the prefix for your account, you lot can alter it in the Invoice template. This requires that your account'due south default API version is at least 2020-03-02. Prefixes accept to be between 3 and 12 characters and they tin can't match whatsoever client prefix, including prefixes that are no longer in use.

You can't use a customer prefix as an account prefix. This includes prefixes that are no longer in use.

Connect account prefixes

For connected accounts that aren't currently managed with the on_behalf_of parameter, sequential invoice numbering—at the customer and merchant level—will begin at 0001 if the parameter is used in the futurity.

Prepare the next invoice number

Past default, invoice numbers start at 0001. If you lot'd like to use a different starting invoice number, however, you tin change it. For example, some users—when migrating existing customers to Stripe Invoicing—want their invoice numbers to continue where their old system left off. If the user left off at invoice number 123 in their one-time system, Stripe allows them to resume the invoice number at 124.

Set up the number on the Client details folio or with the API past using the next_invoice_sequence parameter. If you're using account-level prefixes, set up the next invoice number in the Next invoice sequence field in the Invoice template.

You tin can merely set the next invoice number to numbers greater than whatever numbers used on an invoice. The maximum allowed invoice number is 1,000,000,000 regardless of how you lot set it. Utilize the everyman value possible and then that you don't reach this limit.

Learn more nigh the dissimilar Invoice fields, including memo, footer, and custom fields.

Default memo

A memo is included in invoice PDFs, invoice emails, and the Hosted Invoice Page. Memos are commonly used as a notes section, thanking the invoiced customer for their business, or giving more context around the invoice (such as a note from the salesperson who talked to the customer).

You can set up a default memo field for your account on the Invoice template. Any new invoices employ this value. You can adjust the default memo on a per-invoice ground in the Dashboard or past using the API.

Invoice PDFs tin can include an optional footer text block. The footer field is often used for contractual or legally required text. A mutual utilise case is displaying legally required company registration information, such as a Uk Companies Firm registration number.

Similar the memo field, you lot can set the default value for the footer on the Invoice template. Whatever new invoices apply this value. You can adjust the footer on a per-invoice ground through the Dashboard or API. If the invoice has been finalized, y'all can't update the footer field.

Custom fields

Add custom fields to enhance your invoice PDF documents and aid you comply with your business practice and tax reporting obligations. Custom fields let you to provide up to iv key-value pairs that display on the invoice header. You lot tin can prepare to four custom field primal-value pairs in the Invoice Editor or with the Invoices API.

Some mutual uses for custom fields are:

Buy Order (PO) numbers
Contractor numbers
Tax compliance

Custom field inheritance

You can set custom invoice fields on the Customer object. Any custom fields you set at the customer level apply to all of the draft invoices y'all generate for that customer. You tin can always modify these inherited custom fields while the invoice is yet a draft. If the invoice has been finalized, you can't update the custom fields.

Default payment terms

Under Default payment terms in the Invoice template, you can select when the payment is due later you send the invoice. You can besides cull whether to include a Stripe-hosted link to an invoice payment page in the invoice electronic mail. Customers can visit this link to pay, download, and come across the status of their invoice. Lastly, you can manage your accepted payment methods in this section.

When you create a customer, employ the Linguistic communication dropdown to add their preferred language. (You can also add or edit a client'southward preferred language in the Client details page or when creating an invoice.) Stripe uses the chosen language to localize invoice emails and PDFs, receipt emails and PDFs, too as credit annotation PDFs. To update the language through the API, use the preferred_locales field.

Stripe Invoicing supports the following languages:

Bulgarian
Chinese (Hong Kong)
Chinese (Simplified)
Chinese (Taiwan)
Croatian
Czech
Danish
Dutch
English (Britain)
English (U.s.)
Estonian
Filipino
Finnish
French (Canada)
French (French republic)
German language
Greek
Hungarian
Indonesian
Italian
Japanese
Korean
Latvian
Lithuanian
Malay (Malaysia)
Maltese
Norwegian
Polish
Portuguese (Brazil)
Portuguese (Portugal)
Romanian
Russian
Slovak
Slovene
Spanish (Latin America)
Spanish (Spain)
Swedish
Thai
Turkish
Vietnamese

Invoices include any public information that yous've specified in your account details, such equally your telephone number or website address. Hither, you lot can also exclude your support telephone number on invoices. This setting likewise determines whether or not your back up telephone number appears on other client facing documents like the payment receipt and refund receipt.