Customizing Invoices & Adding Images
The printed invoice can be tailored by selecting various settings and styling choices. All options and settings can be found on the Customize Printed Invoice form, separated into three tabs; Images, Note, and Options. View more information about each tab below.
To access, from the main toolbar, select Options, then select Notes, Images, or Options from under the Invoice section (or from the Edit menu > Preferences > Invoice tab > Customize...).
After making changes, click Preview to view a sample invoice or click OK to save and close the form.
Click to add an image (or to remove). Try the new Document Builder to create a custom Banner, Business Info, Photo, and Footer images!
Top Banner:
The image is displayed at the top of the invoice.
Optimal Images sizes for Top Banner: 1.15" H x 7.5" W
Photo:
The photo is displayed just below the top banner on the left-hand side of the invoice. If a Top Banner is not added, the Photo will be at the top of the invoice margin.
Optimal Image sizes for Photo: 1.85" H x 1.4" W or 1.85" H" x 4.5" if the Display My Business Info is not enabled. Uncheck the Display My Business Info setting if you add an image in the Photo field that includes your business information.
To conserve space and allow additional items to be displayed, all footers will appear directly below the note or the totals (if a note is not displayed). If several items are on the invoice or a longer note is displayed, the note and footers will be displayed together on the second page and not separated.
Left/Right Footers:
The images are on the invoice at the bottom left and right footer.
Middle Footer:
It includes a Message area for adding a short message (up to 250 characters) and an optional URL that can be displayed as a QR code image.
Optimal Image size for Footers: .75" H x 1.5" W
Click to view the Sample Printed Invoice.
Select the Note tab to add or change the standard note displayed on invoices. See Add or Edit the Default Standard Invoice Notes for more information about creating multiple standard notes to choose from and the ability to add profile fields.
Information added to the Note section is saved with each invoice; therefore, images cannot be added to this area as they will increase the database size exponentially and potentially cause performance and other issues. Images can only be added to the specific placeholders provided (Top Banner, Photo, Footers), which do not impact your database size. If your data file is large and you've added images to the Notes on past invoices, we recommend taking a backup and then removing the Notes from past invoices. View the Delete Invoice Notes video for more information.
Select the Options tab to choose from the following settings.
- Bold delivery address: contact address information will be bold View
- Small delivery address: contact address information will be displayed smaller View
- Display item count: display the number of items being purchased View
- Display the words "Sold To": displays above the contact's name View
- Do not display account balance: hides the account balance from being displayed View
- Rewards: Choose how reward information is displayed (will only display if the Track Rewards setting is enabled. See Setting up a Reward Program for more information on setting up a Rewards Program).
- Body Font: The font style used for the body of the invoice.
- Column Header Text: The color of the column header text.
- Column Header Background: The background color used for the column header.
Additional Information:
Note: If your invoice prints multiple pages, we recommend removing any extra space, shortening the text added, or making the font size smaller.
- Preferences: Invoice tab
- To change the business information displayed in the upper-left corner of your invoices, see Preferences: Business Info tab.
- Create Custom Documents & Images
Note: The following links are provided as a courtesy only. You should verify before using them and always test your generated QR codes before distributing them.
- Mary Kay® App: https://apps.apple.com/us/app/mk-ecatalog/id1585001346
- Mary Kay® Skin Analyzer: https://apps.apple.com/us/app/mary-kay-skinsight/id1417941279
- Mary Kay® MirrorMe: https://apps.apple.com/us/app/mary-kay-mirror-me/id1327126312
- Mary Kay® Interactive Catalog: https://apps.apple.com/us/app/mk-ecatalog/id493554468
- Mary Kay® App: https://play.google.com/store/apps/details?id=com.marykay.customer
- Mary Kay® Skin Analyzer: https://play.google.com/store/apps/details?id=com.marykay.skinsight.android.flavorProd
- Mary Kay® MirrorMe: https://play.google.com/store/apps/details?id=com.marykay.beauty
- Mary Kay® Interactive Catalog: https://play.google.com/store/apps/details?id=com.marykay.mkcatalog
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