Layout Considerations

Now is an opportune time to review your invoice and statement layouts to ensure they fully support the practice’s requirements. Consider and review, do your current layouts clearly define your credit policy and communicate this well internally and externally; The following items are recommended to be clearly visible on your invoice:

  • Date of payment clearly displayed, or at the very least Payment Terms
  • Payment Options - do you offer the following on the remittance: Cash, Cheque, Credit Card, Direct Debit, BPay
  • Finance/Instalment Option - ideal for payment plans greater than 60 days
  • Your practice branding that includes embedded information for sending electronically.

The statement layout should be reviewed where you have payment terms of 7 or 14 days to remove the traditional current, 30, 60, 90 day balances, and simply show the breakdown of total due and overdue amounts. If you have multiple entities, consider sending out a consolidated statement with all outstanding debt by entity.

Pre-printed Stationery

Do you need to review design if printing on pre-printed paper, to have an email version that includes embedded information if sending electronically? Using the same layout for emails and printing will eliminate the need for pre-printed stationary, provide consistency, and reduce confusion. However, if you do intend using pre-printed stationary for your printed layouts, the logo can be hidden when printed. 

Embedded Fonts

Images and Embedded fonts are the largest contributors to size. When designing Invoices and Statements for both print and email purposes, consider: Images should be the lowest possible file size (determined by resolution, compression quality and no of colours) while still delivering acceptable quality. Often a well manipulated image can look virtually identical and be a fraction of the size. A guideline would be to keep letterhead sized images below 60k and smaller images below 15k. Choose the minimum number of fonts in your designed Invoice / Statement that you can get away with. A single font can add as much as 100k of additional size to each generated PDF (and therefore email).

Other Customisations

Where more complex changes to the invoice or statement layouts are required, these changes will need to be performed by our Technical team and will be charged at standard rates.

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