How to customize invoices and credit notes

WHAT IS CUSTOMIZATION?

Customization 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, customization 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 Customization

Step 1 

Log in your Fiscal Harmony Account. Click the link below 

https://app.fiscalharmony.co.zw/login

Fiscal Harmony

Enter your correct credentials, Username and Password 

Step 2

After logging in, the following page will be displayed.

Please click on "Customization" located on the left-hand side of the screen, as illustrated below:

Step 3

Click "Create customization" 

After selecting "Select Customization " you will see the customization window below:

In this window you can customize your email and phone number on top 

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 Customize 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 customization.

Why Customization is Important:

• Brand Consistency: Customization ensures that all your materials (logo, email, phone number) reflect your company's branding and professional identity.

• Professionalism: Customizing communication and banking details helps present a trustworthy, legitimate, and professional image.

• Customer Engagement: Personalizing communication (like email signatures and messages) can foster stronger relationships with customers.