How-To Video
Personalise your invoices with custom payment details, terms, and messages — so every invoice feels professional and complete.
🎥 How-To Video
Watch the video above or follow the step-by-step guide below to customise your invoice layout.
✨ What is the Invoice Layout?
The Layout feature allows you to control what appears in the footer of the invoices sent to parents and carers. This includes:
Your nursery's bank details
Payment terms (e.g. "Due within 14 days")
A custom footer message (e.g. thank you note or policy reminder)
By default, your invoice layout is blank. You can fill it in anytime.
✅ How to Set Up Your Invoice Layout
Go to Bookings > Settings > Layout and follow these steps:
Click ➕ Add Display Details
Fill in:
Bank Details: Bank Name, Sort Code, Account Number
Payment Terms: e.g. “Payment due within 7 days”
Footer Message: e.g. “Thank you for your prompt payment”
Click Save
Once saved, these details will appear at the bottom of every invoice you send.
✏️ Edit Your Invoice Layout
You can edit your layout at any time:
Go to Bookings > Settings > Layout
Click the ✏️ Edit icon
Update your details
Click Save
💡 Edits apply to all future invoice downloads automatically.
🗑️ Delete Your Invoice Layout
If you want to clear everything and start fresh:
Go to Bookings > Settings > Layout
Click the 🗑️ Delete icon
Confirm deletion
🧼 This will remove all previously saved information and reset the layout to blank. The change applies across all invoice downloads moving forward.
🧭 What’s Next?
Once your layout is set, you're ready to start invoicing!