You can 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.
We will guide you on how to:
Customize an invoice theme
You can customize the invoice by doing the following:
Start by navigating to the Settings bar.
Select the Billing settings page.
Select the Invoices tab.
An invoice template will appear.
Select 'Theme' on the customization bar,
Select a template (simple, modern, and contemporary).
You may apply a color theme and upload a logo that suits your company's branding.
Click 'Save.'
Hide and show sections in the invoice template
Follow the previous steps here.
Select 'Fields' on the customization bar.
Hover over the section you would like to hide.
Toggle the 'eye icon' to hide/ show the section.
Click 'Save.'
Customize an invoice through fields
Select 'Fields' on the customization bar.
Select the section you would like to edit (bill to, client, provider).
Click on the drop-down button and select the fields you would like to show on your invoice template.
To remove details under each field, select the 'X' icon next to the item you want to remove.
Select 'Save.'
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.