Settings

Invoice Settings

Defaults applied to every invoice you issue.

Company Information

Details printed on every invoice you issue

Company logo
PNG or SVG, up to 2 MB
Invoice Numbering

How each invoice reference is generated

NGA-2026-1042-US
Increment automatically Next invoice becomes NGA-2026-1043-US
Billing Defaults

Applied to every new invoice unless overridden

Days
%
%
% / month
Payment Settings

How clients are able to settle an invoice

Accept part payment Minimum 25% of the invoice total
Close on full payment Mark paid once the balance reaches zero
Tax Configuration

How tax is calculated and shown on the invoice

Apply tax to invoices Turn off to issue tax-free invoices
%
Itemise tax per line Show a tax column beside each item
Tax is added on top of the line total
Invoice Branding

Styling applied to the printed invoice

Recommended 320 × 80 px
Authorised signature
Marla Ostrander, Controller
PNG with transparency preferred
logo Northgate Analytics LLC — Workforce Intelligence
INVOICE

NGA-2026-1042-US

Unpaid
Subtotal $18,400.00
Sales Tax (TX) 8.25% $1,518.00
Total Due
$19,918.00
signature

Marla Ostrander

Thank you for your business.
Email Notifications

Automatic emails sent to clients and billing staff

Invoice Created

Notify billing on draft creation

Invoice Sent

Confirm delivery to the client

Payment Received

Receipt sent on settlement

Payment Reminder

3 days before the due date

Overdue Invoice

Escalate once past due

Invoice Cancelled

Inform the client on void

Invoice Template

Layout used when the invoice is generated

Professional selected
Modern template preview

Modern

Available
Select
Professional template preview

Professional

Active
Selected
Minimal template preview

Minimal

Available
Select
Corporate template preview

Corporate

Available
Select
No invoice template selected

Pick a layout before issuing your next invoice. You can change it at any time without affecting invoices already sent.

Select Template
Invoice Preview

Sample invoice rendered with the settings above

logo
Northgate Analytics LLC

2400 Barton Springs Rd, Suite 310

Austin, TX 78704, United States

EIN 47-2938104 · +1 (512) 555-0184

INVOICE

NGA-2026-1042-US

Unpaid
Billed To

Halloway Manufacturing Inc.

1180 Riverbend Dr, Building C

Columbus, OH 43215, United States

accounts@hallowaymfg.com

Remit To

Lone Star Trust Bank

Routing 114000093

Account 8820416357

Invoice Date 08/04/2026
Due Date 09/03/2026
Terms Net 30
Currency USD
Description Qty Rate Tax Amount
Workforce Analytics Retainer

July 2026 · Tier 2 support

1 $8,500.00 8.25% $8,500.00
Time Tracking Implementation

Consulting hours · senior rate

42 $165.00 8.25% $6,930.00
Custom Reporting Module

Fixed-scope deliverable

1 $2,400.00 8.25% $2,400.00
Additional User Seats

14 seats · prorated

14 $40.00 8.25% $560.00
Subtotal $18,390.00
Discount (0%) $0.00
Sales Tax (TX) 8.25% $1,517.18
Grand Total
$19,907.18
Amount Paid $0.00
Balance Due $19,907.18
Payment Terms

Net 30 from the invoice date. A late fee of 1.5% per month applies to balances outstanding beyond the due date.

Authorised signature

Marla Ostrander

Controller

Thank you for your business. Questions about this invoice? Contact billing@example.com or call +1 (512) 555-0184.

Last saved 04 Aug 2026, 09:42 AM

Changes apply to invoices created from the next save onward