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You can customize your invoice branding and default payment details from your dashboard. Under Settings > Invoices > Customize, you can update how your invoices appear to customers. (This page used to live under Banking settings; the Customize invoice entry point now takes you to the new Invoice settings page.) At the top of the page, you can upload your business logo. Click Click to upload or drag and drop your image file. Requirements:
  • PNG or JPG format
  • Maximum file size: 2MB
  • Recommended dimensions: 100 to 1000px
Your logo will appear at the top of all invoices you send.

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Update sender details

Under Sender details, you can edit your name and email. The “From name” appears as the business name on your invoices. The “From email” is the email address clients will see when invoices are sent. You can also toggle Show my address on invoices if you’d like your business address to appear on the invoice.

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Set default payment text

Under Default payment text, you can define standard payment instructions that will automatically appear on new invoices. Use this field to include payment due terms (e.g. net 30) and any other payment guidance. Your ACH and domestic wire payment details will automatically populate using your Karat Banking checking account information. When creating an individual invoice, you can also choose to include international wire details (SWIFT/BIC code and bank address) for customers who need to pay via international wire transfer. You can also modify payment instructions when creating an individual invoice if a specific customer requires different details.

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Default payment memo

This field allows you to add a default memo line that appears on invoices. Example: “Please reference invoice number on payment.” You can also modify payment memo when creating an individual invoice if a specific customer requires different details.

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Save and preview

After making changes, click Save defaults. This will save your template for all future invoices. You can also click Preview on invoice to see how your invoice will appear to clients before sending it. Karat is a fintech company, not an FDIC-insured bank. Banking and Card services provided by Grasshopper Bank, N.A., First Internet Bank of Indiana, and Cross River Bank, Members FDIC.