FAQ's
In the Web Portal, go to Accounts > Invoices > select the Edit pen for the invoice. Inside the Invoice, you can select the Status dropdown to change t...
Wed, 13 Nov, 2024 at 10:49 AM
To view or change the default currency for your Formitize account, in the Web Portal go to the Settings Cog > Accounts > Invoices > Scroll to Defau...
Wed, 13 Nov, 2024 at 9:17 AM
If you would like your invoices to be labeled something other than 'Tax Invoice', in the Web Portal go to the Settings Cog > Accounts > Invoic...
Fri, 29 Nov, 2024 at 10:52 AM
You can add custom fields to your invoices, to suit what extra information that you would like to have for your customers. To do this, go to the Settings co...
Thu, 5 Dec, 2024 at 10:44 AM
Occasionally, you may need to change your company information or logo, and any invoices or quotes that have been generated prior to this change are still go...
Fri, 31 Jan, 2025 at 1:52 PM
Invoice Templates save time and ensure consistency by standardising how invoices can be created and can be done through the Web Portal when creating a new i...
Mon, 12 Jan, 2026 at 10:26 AM
PayNow Separate Surcharge Invoices allow you to record payment processing fees as a separate, linked invoice instead of a line item. This will allow for cle...
Wed, 28 Jan, 2026 at 9:04 AM
Combined Invoices and Quotes allows you to merge multiple Invoices/Quotes for the same contact into one consolidated instance. To combine invoices in the ...
Tue, 17 Mar, 2026 at 10:15 AM
When integrated with Xero you are unable to unarchive Invoices in Formitize, as they will appear as read only. You will need to restore the invoice in Xero ...
Tue, 24 Mar, 2026 at 10:06 AM