How do I edit the invoice templates?

Learn how to edit invoice templates.

Written by AndreiLast update 5 months ago

If you wish to personalize your invoices and make them match your brand style, just click on Your profile picture (bottom left corner) ā†’ Company settings ā†’ Project accounting ā†’ Appearance ā†’ Manage Invoice templates.

If you click on Settings you can access the visual editor, edit the HTML/add custom CSS code, and set the default template by clicking on More.

By using the visual editor you can easily change the layout, fonts, colors, labels, and what items to display or hide. For more tech-savvy users, you can always switch to the HTML editor to make even more in depth changes.

Some templates like Steampunk and Vintage have a built in signature option that you can use to upload your signature. For the others, technically you could copy the signature code and implement it, if the design allows it.

If you click on Add from library you will be able to select out of 10 new invoice templates, select the desired languages, and set the default template.

You also have the flexibility to choose which fields you'd like to include in your invoices and estimates within the customer area. This can be easily accomplished by grouping data as desired or rearranging them using a simple drag-and-drop interface.

To add a personalized touch to your estimates and invoices, you have the option to incorporate custom notes and footers. Furthermore, you can tailor the PDF size and margins to your specific preferences.

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