How to Update Invoice Details in FiveX
Customising your invoices helps present a professional image to your customers. In FiveX, you can easily update your invoice details, including your company information, logo, and colour theme. Just follow the steps below.
🔧 Update Company Details on Your Invoices
To update the information that appears on your invoices (such as company name, address, VAT number, etc.):
Go to
Settings>IntegrationsSelect the desired API connection
Navigate to
Company DetailsFill in or update the fields with the information you want displayed on your invoice
This information will appear directly on the generated invoices for the selected API connection.
Customize Invoice Logo & Color
To personalise your invoice design by adding your logo and choosing a color theme:
Go to
Settings>API ConnectionsSelect the relevant API connection
Click on
Logo & ColourUpload your company logo
Choose a colour to match your branding
⚠️ Note: Only the invoice elements already coloured blue will change when you select a new colour.
✅ Summary
Task | Navigation Path |
Update company details | Settings → Integrations → API Connection → Company Details |
Set logo & invoice colour | Settings → API Connections → API Connection → Logo & Colour |
Keeping your invoices branded and up to date not only builds trust but also ensures clarity for your clients.