How to enable preferred format on your invoices

How to enable preferred format on your invoices

Sunrise is currently set up using terms that may be different from your country or region. The following steps are a way to display your invoices in your prefered format.

Step 1: To stop the Routing Number from displaying on your invoices:

  1. Settings > Payment methods
  2. Mouse over the bank account until the edit icon displays at the end of the row (pencil and paper)
  3. Click icon
  4. Uncheck the box labeled "Enabled as default on new invoices."
  5. Complete

Step 2: To enable preferred formatting on the invoice:

There are two choices:

Option 1: Payment Methods Screen
  1. Settings > Payment methods
  2. Click the green "Add payment method" button
  3. Select "Other" as the Account type
  4. Paste in desired instructions 
  5. Be sure to check "Enabled as default on new invoices."


Option 2: Using the Template
  1. Settings > Templates
  2. Select template for editing
  3. Language tab > invoices section
  4. Add information to "Document footer message."


Option 1: Keeps all info in one spot but creates a 'phantom account.' So be sure to label it carefully. You will not want to use it for anything else.
Option 2: Has the information in two places.


    • Related Articles

    • Add a Payment Method (Credit/Debit Card, Cash, Check, ACH)

      Sunrise Pay is the quickest way to get paid on your invoices. Once you sign up with a free user account, you’ll have access to add new payment methods. Sunrise Pay includes credit and debit cards and bank transfers. You’ll be able to add Check and ...
    • Overdue invoices and late fees

      All businesses have customers who do not pay on time. Using this process, reminders can be sent, and late fees imposed if desired. Sometimes it becomes necessary to remind customers they have an outstanding balance in your Accounts Receivable. It may ...
    • How to Print, Email, Send or Edit Invoices

      How to Print, Email, Send or Edit Invoices Once you approve your invoice, you’re greeted with a new set of tools that you can use to edit the invoice after its creation. We will examine all the key features of an invoice so you’ll be an expert in no ...
    • Enable Stripe or Square Payment Methods Within Your Invoices

      You might be curious to know how your new Stripe or Square account will affect the way your customers see and interact with their invoices. This section will show you exactly what they'll see when you send them an invoice with credit card payments ...
    • Uploading a Numbers spreadsheet to Sunrise

      Uploading a Numbers spreadsheet to Sunrise Are you using a Mac and Numbers? We got you covered. Here's the proper way to upload spreadsheets using Numbers on Mac. Thanks to one of our Facebook Community Members who shared her experience!  Make sure ...