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Invoice Styles in CleanCloud

Customize your invoice style by grouping line items by order, products, or both. Learn how to adjust settings for the best format.

Rafael avatar
Written by Rafael
Updated over 2 weeks ago

Customize how your invoices are displayed by grouping line items by Order, Products, or Order & Products.

To adjust your invoice style:

  1. Navigate to Settings → Admin → Payments & Finances → Invoices.

  2. Under Invoice Style, select your preferred format from the dropdown.


Invoice Style Options

1. Group by Orders

  • Orders are itemized by Order ID, Date, Order Summary, and Price.

  • This format keeps invoices organized by individual transactions.


2. Group by Products

  • Order IDs are removed.

  • Items are listed by Product Name, Quantity, Unit Price, and Total.

  • Ideal for summarizing purchases based on products rather than individual orders.


3. Group by Orders & Products

  • Includes Order ID and Date.

  • Displays a breakdown of each product within the order, showing Unit Price and Total.

  • Provides a detailed view combining both order and product information.

🤓 Review the options above and select the format that best suits your business needs.


🛟 Need more help?

Explore our Help Center articles for answers. Contact us for further assistance.

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