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.
Click Branding & design on the right side of the template to open the design section.
Brand: you can add or enter your
Business logo
Header image
Name
Business name
Address
Phone number
Email address (this is the email address where replies to your invoice email is sent to)
The Business number (ABN) is also shown here.If you need to display an ACN (Australian Company Number) instead of an ABN, remove the ABN from your settings if it is not applicable. Then, add your ACN to the Business Address field or another suitable text field to ensure it appears on the invoice.
You can also set your Text colour here. And if you will notbe adding a header image, you can also set your Invoice
line colour.
Font: choose and set your font and font size here.
Design: choose and set your header and footer layout.
Content: you can set to show your
Client address
Client business address
Line item quantity column
Line item quantity type
Currency in total
And customise your
Header label
Table labels
Total labels
Payment labels
Other Customisation Features
GST: If you’re registered for GST, you can set the GST to inclusive or exclusive.
Quantity types: Set the quantity types you need to use in your invoices.
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.
How to delete a template
NOTE: You can delete templates, but the default template can’t be deleted.
Go to Invoicing → Invoice templates.
Find the template you want to remove.
Delete it using either method:
Hover over the template, click the three dots, then select Delete.
Open the template, click Options, then choose Delete.
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.
Outgoing Messages: To personalise the default outgoing email message for invoices, update the invoice email template in the desktop version of Rounded. Go to Settings, select Email Templates, edit the invoice email template, and save the changes.
Remember to download the Rounded mobile app!