You can customize your invoice to suit your business requirements and send professional, great looking invoices to your customer. Upload your logo, choose a template and change your colors.
- Upload your logo
- Select a template
- Choose a color
- Click apply
- Click on the Menu Bar, and then Invoices.
- Click on the Invoice# of any invoice.
- Click on Change Template.
Each section of the Template screen is explained below:
a. Upload your logo
- Optional. Click on the Upload your logo button.
- Note: the logo you upload must be the exact dimensions you want to be displayed on your invoice.
b. Select a template
- Click on the left or right arrows to choose a template that you like.
c. Choose a color
- Optional. Choose a color from one of the preset colors, or click on the paintbrush to choose any other color.
- If you want to revert back to the default color for the selected template, click on Use default color.
d. Click Apply
NOTE: The template you have selected will be applied to ALL YOUR EXISTING INVOICES as well as any NEW invoices you will create in the future.