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Invoice Templates

How to create and edit invoice templates

Michelle avatar
Written by Michelle
Updated over a week ago

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 create one default template.

NOTE: Once the free trial has expired, ongoing use of multiple invoice or quote templates is only available on the Pro plans.

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 mostly blank, but it will contain the information you entered when signing up, e.g. the name and email address

Editing the template name

  1. Click the pencil icon in the Invoice template field

  2. Enter the template name

  3. Click Save

Adding or editing business details

1. Click on Add logo and details… to enter the business details for this invoice template.

2. The business details modal will appear, where you can add a logo and enter more information

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. The handle will appear when the cursor hovers over the text box.

4. Click Save once information is entered, and fields are arranged to your liking.

Styling the invoice template

1. Click Styling on the right side of the invoice template

to open the Styling window

2. 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.

3. Choose your preferred font

4. Unhide or hide fields or a column or the local currency.

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.

NOTE: Any changes on the invoice templates are automatically saved and will appear on future invoices.


  1. Templates can be updated by navigating back to the templates page

  2. An existing invoice can't be used to create a new invoice template

  3. The default invoice template shares branding data with reports

Remember to download the Rounded mobile app!

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