The invoice layout, account rendered and statement can all be modified to suit your corporate image.
When you go live with AbtracOnLine, we recommend you do invest in getting the support team to create your invoice layout for you, there’s more detail on the invoice customisation process here.
We will add your logo and modify the header, subtotal and footer of the Abtrac invoice to suit.
As part of your Abtrac invoice training we will show you how to style the main body of each individual invoice using features within Abtrac’s invoicing module.
What design elements can you modify on your invoice?
As part of your invoice modification you can add your logo and modify the header, subtotal and footer of the Abtrac invoice to suit.
You can show as much, or as little contact and project information as you wish on your invoice. For simplicity our template examples show all available fields, e.g. Project Code, Purchase Order Number, Claim Numbers etc
Please note: Not all templates have all the company fields displayed for your office, e.g. email/fax/postal and street address – each template displays all the contact fields available for that template.
Please check your contact requirements before confirming your template.
How invoice lines and amounts are displayed on your invoice (Invoice Body)
As part of your Abtrac invoice training, we’ll show you how to style the main body of each invoice using features within the invoicing module.
It’s important to understand how invoice lines appear.
The content and format of your invoice are determined by how the invoice is created and the options selected during the invoicing process.
Options like text only, text + value, or text + units are set when creating the invoice. Automatically generated layouts, such as progress claims, group by task, or itemised by employee and rate, are also determined by the invoice content and method of creation – not by a design or template setting.
This means the structure of what you charge your client – and how it is presented – is driven by your invoicing method, rather than a fixed layout setting.
Choose from 6 stylish Invoice Templates
Invoice template: Design 1 – modern
Invoice template: Design 2.0 – with Remittance tear off
Invoice template : Design 2.1 – with units description + remittance tear off
Invoice template: Design 2.2 – without remittance tear off
Invoice template: Design 2.3 – with units description + no remittance tear off
Invoice template: Design 3 with Remittance tear off
What you can include on your Invoice Header, Subtotal and Footer
Invoice Logo Requirements
Logo dimensions are provided for each template. In addition your logo must be of a high quality/resolution(dpi/ppi) for invoice printing as well as emailing. Logos must be supplied in an image format such as .jpg, png etc.
To prevent your image being skewed please specify (in millimetres) the size your image needs scaled to (If the physical dimensions differ from your invoice template default image size).
Invoice Reference Fields
Your Company Fields (issuing the invoice)
Company Name†
Company Name2†
Email Address*
Website*
Phone No*
Fax No*
Street Address 1*
Street Address 2*
Street Address 3*
Street Address 4*
Postal Address1*
Postal Address2*
Postal Address3*
Postal Address4*
Your Client and Job Fields (receiving the invoice)
Client Company Name (Name on Invoice)
Billing Recipient*
Billing Recipient Role*
Client Address 1
Client Address 2
Client Address 3
Client Address 4
Job Code/Reference*
Job Description*
Client Job Reference*
Order Number*
Progress Claim Number*
Your Tax and Terms Fields
Name of Tax Number
Tax Number
Invoice Number
Invoice Name†
Invoice Date
Invoice Due Date†
Invoice Terms*
Invoice Heading*
Invoice Contact Text*
Subtotal Wording†
*These fields can be optionally shown or hidden on any invoice customisation, by entering data in the appropriate fields in Abtrac.
†These fields are confirmed at the time of your invoice modification and no longer editable once your customisation has been approved and delivered.
Please note: Not all Abtrac invoice templates have all the company fields displayed for your office (e.g. email,fax,postal and street address…)
Each template displays all the contact fields available for that template.
Abtrac KB# 1008