Customize your invoices

Your invoice should represent your business, not look like a generic document generated by somebody else's software.

Use your invoice settings to control the business information and presentation The NEST uses when generating invoices from your orders.

### Set up your invoice identity

Review the business information that appears on your invoices and make sure it matches the way you want customers to identify and pay your business.

Keep this information current so you don't have to correct it individually every time you invoice an order.

### Configure your invoice preferences

Review the available invoice options and choose the presentation that fits the way you bill your customers.

Your invoice settings establish the defaults The NEST uses when preparing invoices, while the underlying order remains the source of the transaction's actual fee and service information.

### Fee information comes from the order

Invoice customization controls how your invoice is presented. It does not replace accurate order pricing.

Before sending an invoice, make sure the order's fee, services, adjustments, and other applicable billing information are correct.

The NEST uses that information to build the invoice.

### Preview before sending

You can preview an invoice from the order before delivering it.

Use the preview to confirm that your business information, customer information, order details, and amount due are presented correctly.

If a transaction detail is wrong, correct the underlying order rather than using invoice customization to compensate for inaccurate order data.

Once your invoice settings are established, The NEST can reuse them across your orders so your billing stays consistent.