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How to Create an Invoice Template

You don't build a template from scratch - you pick one of the three built-in styles and apply your own logo, accent color, and defaults to it.

Steps

  1. Go to Settings → Templates → Branding & Template.
  2. Upload your logo and set an accent color.
  3. Choose Contemporary, Modern, or Classic as the base style.
  4. Click "Save." Go to Invoice Defaults and Invoice Column Settings to round out the rest of your invoice's appearance.

Related Articles

  • How to Customise Your Invoice Header
  • How to Add Your Logo to Invoice Templates
  • How to Set Default Invoice Footer Text

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