How to customize invoices and credit notes

How to customize invoices and credit notes

What is Customisation?

Customisation refers to the process of modifying or tailoring a product, service, or system to meet specific preferences, needs, or requirements. In the context of business, customisation can involve adjusting branding materials, communication channels, or personal details to align with a company's identity or a customer's preferences. Fiscal Harmony allows you to add a Company logo, Bank details as well as change email addresses and phone numbers on invoices and credit. 

Steps to Customisation

Step 1

Navigate to the Fiscal Harmony app on https://app.fiscalharmony.co.zw/login and enter your username and password to login.


Step 2

After logging in, from the sidebar (located on the left-hand side of the screen) you can navigate to Settings > Customisation.


Step 3

Click on the button that says "Create customisation" in order to show the form for creating a customisation.

This will show a form where you can add your details for your buyer information, Banking information and any requirements for invoices.

In the USD text box fill in your USD / NOSTRO banking details 
In the ZWL text box fill in your ZWG / Local Currency banking details 


Step 4

To customise or insert a logo on your invoice:
  1. Scroll down the page and click "Pick New Logo" in the blue bar.
  2. Choose a logo in PNG format, ensuring the file size is less than 1MB.
  3. Click "Open", then Save your customisation.

Why Customisation is Important

Brand Consistency: Customisation ensures that all your materials (logo, email, phone number) reflect your company's branding and professional identity.
Professionalism: Customising communication and banking details helps present a trustworthy, legitimate, and professional image.
Customer Engagement: Personalising communication (like email signatures and messages) can foster stronger relationships with customers.

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