This article explains how to customize the information displayed on your Learnybox invoices, including your billing details, logo, tax information, and additional details.
You will also learn how to create information that appears only when specific conditions are met and how to preview the final invoice.
Step 1 – Access the invoice settings
Go to Sales → Orders & invoices
Open the Settings tab
The left-hand menu contains two sub-tabs for customizing your invoice content:
Billing information allows you to enter your company information and additional details.
Conditional information allows you to display specific information only when certain conditions are met.
Step 2 – Customize billing information
In the Billing information sub-tab:
Enter the information you want to display on your invoices. You can complete the following:
Logo displayed on invoices
Name
Company name
Address
Country
Business registration number (For French companies, divided into SIRET and SIREN)
Intra-community VAT number
NAF/APE code (specific to French companies; a more general equivalent term would be your business activity classification code or industry classification code)
The Intra-community VAT number (also known as EU VAT number) section indicates that this information is mandatory for professionals who charge VAT and must appear on invoices exceeding €150 excluding VAT.
Step 3 – Add supplementary information
In the same Billing information sub-tab, scroll down and expand the Additional information section.
The first Additional information block allows you to add information to display under the product list (directly after the invoiced products).
The second Additional information block allows you to add information to display at the bottom of the invoice, under your company information.
The Additional pages block allows you to add information on extra pages appended to the invoice.
You can also enter your training provider’s registration number (also known as a training provider activity declaration number) when applicable to your business.
Step 4 – Create conditional information
Open the Conditional information sub-tab.
Click Add text to create new conditional information.
Name your new conditional information (for your internal identification purposes only).
Click Add condition to choose the criterion that will trigger the information to appear. You can click Add condition again to add more than one condition if needed.
Fill out the information to display on the invoice when the specified conditions are met.
Click Confirm (bottom right) to save the conditional information.
How to preview your invoices
After customizing your information, return to the Billing information sub-tab to preview how your invoice will appear.
