Overview
The invoice setup screen allows you to configure the information shown to your customers on the invoices you generate. You can access this by clicking the button in the top right corner of your screen. Then select Settings on the left side navigation and click Invoice at the top of that screen. The following options are available to toggle on/off: Additionally, invoice customization extends to headers, logos, and contact information, which can be managed through Location settings and profile settings.
Choose whether labor rate will be displayed on invoices:
Labor rate
Labor hours
Labor price
Part number
Part quantity
Part price
Part description
Choose whether summarize parts total will be displayed on invoices:
Summarize parts total
Summarize labor total
These options are also available in the Finance tab within a work order, behind the gear icon. Adjusting the settings at that level will only adjust them for that work order, these global settings remain unchanged.
At the bottom of the screen you will see a default disclaimer to be added to your invoices. We provide default text that you can keep or you can replace or edit. Click Save Details when your updates are complete.
Editing Invoice Headers
The header on your invoices displays your Location name. To update it:
Navigate to your account’s Location settings.
Locate the current Location name (e.g., "Crosby").
Update the Location name to your desired text (e.g., your company name).
Save your changes. The updated Location name will now appear as the invoice header.
Updating Contact Information
To change the phone number displayed on your invoices:
Click the gear icon in the top-right corner > Settings.
Select Locations.
Find the location you want to edit.
Click the edit icon for that location.
Update the phone number and save your changes. The new phone number will be reflected on your invoices.
Changing Invoice Logos
You can replace the default ShopView logo on your invoices with your own company logo:
Click your profile icon in the top-right corner.
Go to Settings.
Click the Edit icon for your company logo.
Upload the image you want to use as your invoice logo. The uploaded logo will now appear on your invoices.
Note: The invoice logo is set once at the organization level and is shared across all of your locations — there is currently no way to set a different logo per individual location. This is different from the header, contact information, and address fields below, which are configured per location under Location settings.
Minimizing Visual Elements in the Invoice Header
If you want to reduce the large black box area in the invoice header:
Go to Settings → Locations → Edit Location.
Delete any non-required information you don’t want to display.
Note that the Address, State/Province, City, and Phone fields are required and cannot be left blank. To minimize their visual impact, you can enter a minimal placeholder (e.g., a period ".") in these fields. This will make the header look cleaner, though some required fields will still display.