Categories
Using Data
Payment Methods API

Customizing Invoices: How do I create my own invoice template?

To update the branding used on your invoice template you can upload your company logo under the "Business Profile" menu option in the top-right settings menu. That logo will appear on the documents you send to each of your clients. In addition, you can change the header color on your invoices. To do this:

  • Start with the invoice you wish to send.
  • Click "Send" on that invoice
  • Toggle the "Edit Template" radio button
  • Choose from a preset color or enter your own custom hex color value
  • Click "Save"

It's as easy as that. From then on, all invoices will follow this template. Just set it and forget it!


Still require support?
Contact support