SalesBinder currently allows you to customize your invoices and estimates in the following ways:

  • Upload your own logo for custom branding
  • Customize your billing department’s contact info
  • Display SKU’s instead of Unique ID’s
  • Edit each items’ title and description
  • Set a default “Payment Terms” paragraph and optionally overwrite it on a per-invoice basis
  • Add Public Notes for your customers to see

These options are found under the “Settings” >> Billing Settings area (link in the top right corner of every page when logged in). If you don’t see the Settings link, this is likely due to your user permissions not allowing “Account Administration”.