Standard Invoice Form (default active)
Custom Invoicing Form
This article explains the difference and shows you how to use each.
Standard Invoice Form
The Standard Invoice Form is enabled by default in your Proposales account.
It includes the most common fields needed to issue an invoice, such as:
Company name
Company number
Invoicing Address
Zip Code
City
Reference
e-Invoice email address
✅ Simple and ready to use – no setup required.
❌ Not customizable – fields and labels cannot be changed.
Example of the Standard Invoice Form:
⚠️ Make sure, before sending the proposals, that the invoice toggle is ON in the proposal
Custom Invoicing Form
If you need more flexibility, you can use the Custom Invoicing Form. This allows you to design your own invoice form, beyond the default setup.
Key Features
Customizing Default Fields
Change labels, add descriptions, or make a field required/optional.Adding Custom Fields
Create new fields with different input types:Text input
Dropdown (select)
Checkboxes
Field Management
Show or hide fields, reorder them, and configure validation rules.Multi-language Support
Add translations for labels and descriptions in multiple languages.Live Preview
Preview the form exactly as your customers will see it before publishing.
How to start using the Customize Invoicing Form
In Settings → Invoicing Form, you’ll see a list of fields.
For each field, you can:
Edit the label and description
Choose if it’s required or optional
Reorder or hide fields
To add a new field, click Add Field and choose the input type (text, dropdown, checkbox).
Use the Preview button to see how the form will look to customers.
Save!
👉 Need help setting up your Custom Invoicing Form? Reach out to our support team and we’ll be happy to assist.