Every agent's monthly invoice uses one ready-made layout, the Monthly invoice PDF. You change its wording, logo and order list in Settings › Library › PDF Template, and pick which one each agent gets in the agent's Monthly invoice PDF setting. Your bank and PayNow details come from your company, in Settings › Administration › Company. Once you issue an invoice, EasyBiz keeps it as a PDF, so later changes to the layout don't change it.

What the monthly invoice shows

  • At the top: your logo, and the name and address of the company that bills the agent (the agent's Payable To company).
  • Bill to: the agent's billing name, billing address and billing email, and the agent's Reference on invoices, such as a plan or contract number.
  • The invoice number, the date of issue and the date due.
  • The month's work and the amount due, for example "Services for October 2026".
  • The order list: the month's orders, so the agent can check each delivery. It prints on its own page after the invoice, or on the invoice itself.
  • How to pay: your bank transfer details and PayNow UEN, with a PayNow QR for the exact amount while something is still due.
  • Your message, closing note and policies, if you add them.

If you change nothing, every agent gets Monthly invoice (standard).

Add your bank and PayNow details

The invoice prints the payment details of the company that bills the agent.

  1. Click Settings (the gear icon at the top right).
  2. In the Administration section, click Company, then click your company.
  3. Scroll to How customers pay you and fill in:
    • Bank transfer details: for example "Bank transfer to DBS 012-345678-9, Sparkle Laundry Pte Ltd".
    • PayNow UEN: the UEN customers pay to by PayNow. Without it, no PayNow QR prints.
  4. Click Save.

If you bill agents from more than one company, fill this in for each company.

Change the monthly invoice

  1. Click Settings, then PDF Template in the Library section.
  2. The PDF Templates page lists your PDFs on the left, with a preview on the right. Point at a PDF to preview it.
  3. If a PDF is listed under Monthly invoices, click it. If not, click New PDF, then Monthly invoice.
  4. Change what you need. The preview updates as you type, and clicking a part of the preview takes you to its setting.
    • Name: how you find this PDF later, such as "Hotel monthly invoice".
    • Logo: leave it empty to print your brand's logo.
    • Title: the heading at the top. The default is "Invoice".
    • Date format: how dates are written, such as 16 Oct 2026.
    • Details: click Add detail to print an order detail under the dates, such as a P.O. number.
    • Order list: click Orders of the month to set up the list of orders (see below).
    • Service line: the line that describes the month's work, such as "Services for October 2026". It doesn't show when the order list prints on the invoice itself.
    • Message, Closing note and Policies: extra text, such as "Thank you for your business" or your terms.
    • Print how to pay: prints your bank and PayNow details. It is on by default.
  5. Click Save at the top right. You'll see "PDF templates saved".

Set up the order list

Click Orders of the month to open the order list settings.

  • Print the order list: turn it off to leave the list out.
  • Where it prints: On its own page after the invoice, or On the invoice, in place of the service line.
  • Heading: the title above the list.
  • Columns: click Add column to add one, such as Date, Order no., Outlet, Items, Qty, Amount or any order detail. Item columns adds one column per item, with how many of it each order had.
  • Totals rows: the rows under each table that add it up, such as Total excl. tax, Tax and Total incl. tax.
  • Order the rows by: for example by date, then by order number.
  • One table per: one table for all orders, one per Outlet, or one per order detail such as a department.
  • Leave out these items: items that should not be listed.
  • Tables side by side, Dates written as and Print the list sideways: fit a long list on fewer pages.

For example, a hotel with three outlets can get one table per outlet, with a column for each item and the GST under each table.

When you're done, click Save.

Pick the monthly invoice for each agent

  1. Click Settings, then B2B agents in the Sales Channels section.
  2. Click the agent.
  3. In Agent Billing Information:
    • Monthly invoice PDF: pick the monthly invoice this agent gets. Leave it empty to use Monthly invoice (standard).
    • Reference on invoices: a line printed under the billing address, such as "Plan ID: 515662".
  4. Click Save.

To give different agents different invoices, make one Monthly invoice PDF for each look and pick the right one for each agent.

After you issue an invoice

EasyBiz draws the invoice once, when you issue it, and keeps it as a PDF. Changes you make to the monthly invoice later only apply to invoices you issue after that. To issue an invoice, see Bill Your Agents.

FAQs

Where are the Invoice Cover and Itemized Breakdown templates?

They were replaced by the one Monthly invoice PDF in October 2026. The order list does the job of the old itemised breakdown. EasyBiz moved your existing invoice templates over to the new layout, and invoices you issued before still open as they were.

Why doesn't the PayNow QR print?

Add a PayNow UEN to the company that bills the agent, in Settings › Administration › Company. The QR shows only while the invoice still has an amount due.

Can I change an invoice I already issued?

No. An issued invoice keeps its PDF. If it is wrong and has no payment yet, void it and issue a new one. See Bill Your Agents.