# Optimize your Invoice tool setup

## Before you begin using our Invoice tool, follow the steps below to optimize your invoice experience

#### Each step includes links to detailed instructions. Click any link to view deeper details.

### Step 1: Customize your Invoice template

Add your business logo, adjust the colors to your business brand, and embed custom messages to personalize the invoice details. [Click here to learn more](https://help.autobooks.co/knowledge/customize-your-invoice-template-1?hsLang=en).

### Step 2: Enable automated reminders and settings

Let Autobooks do the work to remind slow-paying customers of outstanding invoices. You can also enable late fees to be automatically assessed, and enable sales tax at a global level for all invoices. [Click here for detailed instructions](https://help.autobooks.co/knowledge/how-to-set-up-payment-reminder-emails-and-late-fees?hsLang=en).

### Step 3: Add your product offerings

You can create your product list in advance of sending an invoice or add a product on the fly as you create invoices...it's up to you! [Click here to learn how to set up a product list in advance](https://help.autobooks.co/knowledge/adding-a-product-or-service?hsLang=en).

You can also use our Product Pricing tool to help price your products to offset payment processing fees. [Click here for more details on our tool](https://help.autobooks.co/knowledge/pricing-your-product-to-account-for-processing-fees?hsLang=en), and go to Settings > Plans & Pricing to see your processing rates with Autobooks.

### Step 4: Add your customer list (optional)

If you have a regular list of customers, you can pre-load that list of customers to Autobooks. [Click here to learn how.](https://help.autobooks.co/knowledge/how-to-add-a-new-customer?hsLang=en)

### Step 5: Send yourself a test invoice

Send yourself a test invoice to experience exactly what your customers will see once you start to send invoices for your business. You can always delete this invoice from your list later. **NOTE:** When you send a test invoice, use a different email address than your business address. [Click here to learn how to create an invoice](https://help.autobooks.co/knowledge/create-and-send-an-invoice?hsLang=en).

### Step 6: Check out our Customer Success Tips

We've created a library of short videos to help you maximize your Autobooks experience. [Check out our invoicing Customer Success Tips here.](https://help.autobooks.co/knowledge/video-library?hsLang=en#customer-success-tips)