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.

    • Related Articles

    • Fiscalising a Credit Note in Excel

      Overview Prerequisites Ensure that you open the invoice using Microsoft Excel only. If you attempt to use a different viewer, the Credit Note option will not be available. Make sure the Excel invoice is not saved in a cloud-based folder. If it is, ...

    • Processing a Credit Note in Meat Matrix POS

      Overview A Credit Note is processed in the Meat Matrix POS as a Refund. This requires supervisor authorization for security and accurate accounting. Steps Step 1. Initiate the Refund On the main POS screen, click the Refund button located on the menu ...

    • QuickBooks and Fiscal Harmony Integration Guide

      Overview This guide provides a step-by-step process for integrating QuickBooks with the Fiscal Harmony plugin, facilitating the fiscalization of invoices and credit notes for compliance with the Zimbabwe Revenue Authority (ZIMRA). Step 1. Downloading ...

    • Meat Matrix and Fiscal Harmony Integration Guide

      Overview This guide outlines the steps to integrate Meat Matrix with the Fiscal Harmony plugin for the compliant fiscalisation of invoices and credit notes with the Zimbabwe Revenue Authority (ZIMRA). Prerequisites Download the Fiscal Harmony Plugin ...

    • CSV Import Manual for Legacy Transactions

      This guide explains the process of importing historical transactions using the CSV Import feature. It is designed for clients transitioning from a previous fiscal supplier and is intended for one-time use only to ensure compliance with fiscal ...