How to customise an invoice

Ensure your company stands out from competitors by customising invoices to give them a professional feel.
How to customise an invoice

Benefits include

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Give your company

a more professional feel
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Make your brand stand out

on your invoices, estimates and sales receipts
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Customise your logo

colour scheme, font, headers/footers and custom fields

Step-by-step guide

Step 1

  • Select the Gear icon on the Toolbar, then Custom Form Styles under Your Company.
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Step 2

  • From the new style drop-down menu, select the type of transaction you'd like to customise (Invoice, Estimate, or Sales receipt).
  • You can also edit the default form which will apply the changes to all basic sales forms.
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Step 3

  • You will see a template pop up for the chosen type of transaction
  • The customisation page is broken into three sections: design, content and emails:
  • Design - this is where you can edit/add your logo, add some colour and choose your font.
  • Content - here you can edit your information, add website/address, and change labels and their widths.
  • Emails - choose whether to show full or partial details and create your message for your customer.
  • You can jump into this builder and click on the things you wish to change.
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Step 4

  • Once you've finished customising, select Preview PDF to check if you are happy with the final version, then select done.
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Step 5

  • The new customised form will now be listed on the Custom Form Styles page.
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Related Resources

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Send invoice reminders

Send invoice reminders automatically to help you get paid faster.

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Create the same invoice for multiple customers

Save time and create an invoice template that you can edit and send to multiple customers.

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Create and send customer statements

Get paid faster by sending customers with outstanding balances or invoices a customer statement.

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