How can I customize invoice templates to match my brand?

Your invoice should mirror your business's visual identity. In the template editor, open the Branding panel and pick a primary and secondary color from the palette or enter your hex codes. These colors will apply to headers, borders, and accent elements. Below the color picker, choose a web-safe font family that matches your offline materials—clean sans-serifs work best for readability. All text will automatically follow your selection, ensuring a uniform look across every document.

A logo anchors your invoice to your brand. Upload a high-resolution PNG or SVG file under Template Header > Logo. The editor supports scaling and left/center/right alignment; place it next to your company name for maximum impact. You can also add a custom header line—like a tagline or department name—and set its size. This header appears at the top of every invoice you generate from that template, so your brand comes first before any line item.

Every client segment may need a slightly different invoice layout. After designing a template, click Save as New and give it a descriptive name (e.g., "B2B Retainer" or "E-commerce Receipt"). You can then modify the saved template without affecting the original. Store as many templates as you need—each holds its own branding, column layout, and payment terms. Switch between templates when creating an invoice from the Template dropdown, and the entire document updates instantly.

Once your templates are ready, applying one is straightforward. While drafting a new invoice, select the appropriate template from the list. All brand elements—colors, logo, font, and saved sections—will populate automatically. If you've assigned default templates to client profiles in the platform, invoices for those clients will pre-select the right template. This keeps every statement on-brand and saves you manual setup time.

What design options are available?
You can customize colors, logo placement, header/footer text, font family, column position, background tint, and border thickness. The editor also includes toggles for showing or hiding fields like tax ID, due date, and company address, giving you full control over what the client sees.

How do I add my logo to invoices?
In the template editor, navigate to Template Header and click the logo upload area. Choose a PNG or SVG file from your device, then use the alignment tools to position it left, center, or right. Accept the preview and save the template—the logo will appear on all invoices using that design.

Can I save multiple templates for different client types?
Yes. Use Save as New after creating your first template. Name each one distinctly, then edit its branding or layout independently. When generating an invoice, simply pick the right template from the dropdown. You can also set a default template for a client record, so the platform automatically applies it on future invoices.