Invoice templates are used for displaying
different products or services
different bank details
alternate details for different brands
Pro Plan customers and users on a free trial can create unlimited templates. Starter plan users can only make one default template.
NOTE: Once the free trial has expired, multiple invoice or quote templates can be used on the Pro plans only.
To set up or edit the Invoice template
1. Navigate to the Invoice templates page by clicking Invoicing, then Invoice templates
NOTE: The first time you open the default invoice template, this screen will appear as a reminder that any customisations or data entered on the template will appear on every future invoice using that template.
After reading, click Got it.
2. Click on the default template.
NOTE: For new users: The default template is blank primarily, but it will contain the information you entered when signing up, e.g. the name and email address
Editing the template name
Click the pencil icon in the Invoice template field.
Enter the template name.
Click Save
Adding or editing business details
1. Click Branding & design to enter the business details for this invoice template.
2. Add a logo and enter more information about your business on the Brand tab.
such as
- Your name
- Business name
- Address
- Phone number
- Email address
- Business number (ABN)
NOTE: You can also display the Business name only and leave the Your name field blank.
3. The fields can be reordered by clicking Reorder.
The handles will appear to reorder the fields.
4. Click Done once the fields are arranged to your liking.
Styling the invoice template
1. Click Branding & design on the right side of the invoice template to open the design section
2. The business logo and a header can be uploaded on the Brand tab.
3. Scroll down to change the stripe colour, click on 'Stripe colour', or to change the heading colour, click on 'Heading colour'.
Then choose from the palette or enter the hex colour.
4. Choose your preferred font on the Font tab
4. Unhide or hide fields or, column, or the local currency on the Design tab.
NOTE: By default, the quality column is displayed. Untick the option to hide it.
Attaching files
Additional files (e.g. your terms and conditions) can be automatically included with every invoice created from that template.
Add or edit payment details
You can add or edit the payment details at the bottom part of the invoice template.
Add or edit the footer template
You can add or edit the footer at the bottom part of the invoice template.
NOTES:
Any changes to the invoice templates are automatically saved and will appear on future invoices.
Templates can be updated by navigating back to the templates page.
An existing invoice can't be used to create a new invoice template.
The default invoice template shares branding data with reports.
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