Customizing Invoice Templates

Make your invoices uniquely yours with custom branding and professional layouts.

Accessing Template Settings

1. Go to Settings in the sidebar
2. Click on Invoice Templates
3. You'll see your current template preview

Basic Customization

Adding Your Logo

1. Find Logo section
2. Click Upload Logo
3. Choose an image (PNG or JPG)
4. Adjust sizing if needed
5. Click Save

Logo Best Practices:

• High-resolution (at least 300x100 pixels)
• PNG with transparent background
• Keep under 500KB

Setting Brand Colors

1. Find the Colors section
2. Click color picker for Primary Color
3. Enter hex code or select from picker
4. Preview updates in real-time
5. Click Save

Layout Options

Choose how the header section appears:

Content Customization

Default Notes

Add notes that appear on every invoice:

• Payment instructions
• Thank you message
• Special terms

Payment Terms

Set up standard payment terms:

Payment is due within 30 days of invoice date.
Late payments may incur a 1.5% monthly interest charge.

Footer Configuration

Bank Details

1. Go to Template Settings → Bank Details
2. Enter bank name, account number, RIB/IBAN
3. Toggle visibility on/off

QR Code

Enable QR code for easy payments:

1. Toggle Show QR Code on
2. QR contains invoice link for quick access

Multi-Language Support

Invoices automatically translate based on customer language preference:

1. Set customer language in their profile
2. Invoice generates in that language

Next Steps

• Creating Your First Invoice
• Invoice Lifecycle
• DGI Compliance