Invoice templates offer a powerful way to manage the varying needs of a multi-faceted business, providing a high degree of flexibility and customisation to customise different
Brands
Products
Services
Currencies
Clients
NOTE: Pro plan customers and free trial users can create unlimited templates. Starter plan users are limited to one default template. After the trial ends, multiple templates are only available for users on the Pro plan.
How to set up or edit a template:
Go to Invoicing → Invoice templates.
Click your default template (you’ll see a reminder that changes apply to future invoices).
Edit the template name, by clicking on the template name in the Template field, entering the template name, and clicking Save.
Use Branding & design to
Adding or Editing Business Details
Click Branding & design to enter the business details for this invoice template.
On the Brand tab, add a logo and enter your business information, such as:
Your name
Business name
Address
Phone number
Email address
Business number (ABN)
Styling the Invoice Template
Click Branding & design on the right side of the template to open the design section.
Upload the business logo and a header on the Brand tab.
Change the stripe or heading color by clicking 'Stripe colour' or 'Heading colour', then choosing from the palette or entering the hex color.
Select your preferred font on the Font tab.
On the Design tab, you can hide or unhide specific fields, columns, or the local currency.
Other Customisation Features
Attaching files: You can set additional files (like terms and conditions) to be automatically included with every invoice created from that template
Payment details: Add or edit payment details at the bottom of the invoice template.
Footer: Add or edit the footer content at the bottom of the template.
NOTES:
You can choose to display the Business name only by leaving the Your name field blank.
To reorder the fields, click Reorder. Handles will appear to let you rearrange them. Click Done when the fields are arranged as desired.
Any changes made to the invoice templates are automatically saved and will appear on future invoices. It is not retrospective so it will not affect existing draft, sent and paid invoices.
Templates can be updated by navigating back to the templates page.
An existing invoice cannot be used to create a new invoice template.
The Timesheet and Profits & Loss reports, and clients statements generated will carry the branding associated with the default invoice template.
Remember to download the Rounded mobile app!