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Customize Your Billing Summary

BlueFolder includes a "Billing Summary" document that is very much like an invoice that you would show to your customers. You can customize this document in several ways.

Sort Order

This setting controls the sorting of the line items that appear on the Billing Summary.


You can choose to display your logo on the top left corner of the Billing Summary (use the Settings > General Settings > Logo page to upload your logo). If you choose not to show your logo, your company name will appear in large bold text.

Signature Block

The Billing Summary document includes a "Signature Block" at the bottom of the document that is used to record customer approval signatures. The text that appears in the "Signature Block" may be customized to best fit your business. Settings > General Settings > Billing Summary

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