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How to Customize Invoices

Discover how to customize invoices in ManyRequests before sending them to clients.

Written by Regine Garcia

📌 Use Case


You want to make sure your invoices look professional and include all the right details before they reach your client– the correct billing address, relevant notes about the project, and your agency’s up-to-date billing information.

Important: Invoices cannot be edited once they have been sent to a client. Make sure all customizations– client address, line items, and notes– are complete before sending.

Adding a Client Address

  1. On your dashboard, go to Invoices

  2. Click Create Invoice in the top right corner
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  3. Under Billed to, click Add Client

  4. Select the client from the list

  5. The client’s address will appear on the invoice automatically

Note: The client address is pulled from the address of the organization owner.

Changing a Client Address

If the address on the invoice is incorrect, update it directly on the client’s organization profile:

  1. On your dashboard, go to Users→ Clients

  2. Click the Organizations tab and select the organization

  3. Click the vertical three dots on the right

  4. Select Edit Billing Info
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  5. Make the necessary changes and click Update

Adding Invoice Notes

  1. Go to Invoices

  2. Create or open a draft invoice

  3. Scroll down to the Notes section and add your text

Editing Your Own Billing Details

To update your agency’s billing information that appears on invoices:

  1. Go to Settings→ Modules and Extensions→ Billing
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  2. Select the Invoices tab

  3. Make the necessary changes and click Save

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