Customise your invoicing layout through our easy-to-use 'Layout' feature.

Be in control of what information you wish to share with parents & carers within the header and footer of your Invoices.

To customise your Invoice layout you need to go to Bookings > Settings > Layout.

Invoices by default will not include any additional details. You will be presented with an empty page.

To add custom information to your invoices:

Step 1 - Select Add Display Details

Step 2 - Add your Bank details (Bank name, Sort Code & Account number)

Step 3 - Add your Payment terms

Step 4 - Add your Invoicing footer

Step 5 - Select Save

Once saved, details added to Layout will be found at the bottom of any invoice that you generate from the invoicing feature

You invoicing Layout can be Edited at any time. To edit:

Step 1 - Select the Edit icon in the top right corner

Step 2 - Make changes

Step 3 - Select Save

Hints: Any changes will be present on ALL invoice downloads once saved.

You invoicing Layout can be Deleted at any time. To Delete:

Step 1 - Select the Delete icon in the top right corner

Step 3 - Select Delete

Hints: Delete simply wipes all previously saved details and returns the Layout to its default state of empty. Any changes will be present on ALL invoice downloads once saved.

To learn more about Invoicing and where this information is used within the downloadable invoices, please navigate to articles:

We hope you found this article informative. We welcome any questions you might have so please feel free to reach out to us via the Intercom OR email us at support@nurserystory.co.uk if you have any further questions