Invoice Templates

Your invoice is often the last impression a client has of a project. A professional-looking invoice reinforces that you’re a professional business. A generic one… doesn’t hurt, but doesn’t help either. Customize your invoices to match your brand. Add your logo, pick your colors, choose a layout that fits your style.

​

Template settings

Go to Settings → Invoicing → Templates to customize:

​

Adding your logo

​

Upload

1. Go to template settings
2. Click Upload Logo
3. Select image file (PNG, JPG, or SVG)
4. Position it: left, center, or right

​

What works best

• Recommended size: 300×100 pixels
• Max file size: 2MB
• Transparent background looks more polished

​

Colors

​

Primary color

Shows up in:

• Invoice header
• Total section
• Payment button

​

Accent color

Shows up in:

• Links
• Highlights
• Secondary elements

Enter hex codes or use the color picker. Match your website or brand guidelines.

​

Layout options

​

Classic

Traditional professional layout:

• Logo top left
• Company info top right
• Clean table for line items
• Summary at bottom right

Good for: professional services, B2B, traditional industries

​

Modern

Contemporary design:

• Full-width header
• Larger typography
• Card-style line items
• Prominent total

Good for: creative agencies, tech companies, startups

​

Minimal

Simple and clean:

• Less visual clutter
• More whitespace
• Focus on the numbers

Good for: anyone who wants invoices to feel effortless

​

Custom fields

Add fields that matter for your business:

1. Go to Template Settings → Custom Fields
2. Click Add Field
3. Enter field name
4. Choose where it appears (header, footer, line item)
5. Save

Common additions:

• Project name
• PO number
• Contract reference
• Custom terms

​

Invoice numbering

Customize how invoice numbers are formatted: Set in Settings → Invoicing → Numbering.

​

Footer content

Add text that appears at the bottom of every invoice:

• Payment instructions (“Wire transfers to…”)
• Thank you message
• Terms and conditions
• Company registration info

Supports basic formatting (bold, italic, links).

​

Multiple templates

Create different templates for different situations:

• Default — Standard invoices
• Retainer — Monthly retainer billing
• Project — Detailed project breakdowns with milestones

​

Creating additional templates

1. Go to Templates
2. Click New Template
3. Configure settings
4. Name it
5. Save

When creating an invoice, pick which template to use.

​

Preview before saving

1. Click Preview
2. See exactly how the invoice will look
3. Switch between desktop and mobile views
4. Test with sample data

What you see is what your customer sees.

​

PDF settings

Configure how PDFs generate: