In our latest update, you can now fully customize your invoice template to meet your specific requirements. Choose a theme that aligns with your branding and easily add or remove fields and sections as needed.
Here are the steps to customize an invoice theme:
Start by navigating to the Setting bar on the left-hand-side menu.
Select the Billing and Payments settings page.
Select the Invoices tab
In the invoice templates section, select edit
An invoice template will appear, select Theme on the customization bar
Select a template (simple, modern contemporary), color theme and upload a logo that suits your company's branding
Press save
Here are the steps to hide and show sections on the invoice template:
Follow the previous steps here
Select fields on the customization bar
Hover over the section you would like to hide
Select the eye icon to hide/ show the section
Select save
Here are the steps to customize an invoice through fields:
Select Fields on the customization bar
Select the Section you would like to edit (bill to, client, provider)
Select the fields drop-down and select the fields you would like to show on your invoice template
If you would like to remove fields from your invoice, select the x icon on the pills you would like to remove
Select save
Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on team@carepatron.com.