Adjust your invoice layout, branding, and fields to match your practice's needs.
In this guide:
Customize an invoice theme
You can customize the invoice by doing the following:
Go to Settings > Billing > Invoices.
In the invoice template, click Theme on the customization bar.
Select a template: Simple, Modern, or Contemporary.
Apply a color theme and upload your practice logo.
Click Save.
In the Invoices tab, you can also edit the Description, Invoice Title, and Overdue Terms. If Stripe isn't supported in your area, the Description field is a good place to add alternative payment details, such as your bank transfer information.
Show or hide invoice sections
Go to Settings > Billing > Invoices.
Click Fields on the customization bar.
Hover over the section you want to hide or show.
Click the eye icon to toggle its visibility.
Click Save.
Customize an invoice through fields
Go to Settings > Billing > Invoices.
Click Fields on the customization bar.
Select the section you want to edit: Bill to, Client, or Provider.
Use the dropdown to select the fields to display.
To remove a field, click the X next to it.
Click Save.
Under the Bill To section, turn on Simplify Bill Details if you only want the first line shown, provided it matches the client's details.
When creating an invoice, you can bill it to a contact or relationship, but make sure the client's name is still selected.
Our team is here to help with any questions or concerns. Just open a conversation through the Help channel in your workspace.