Invoice Templates

Invoice templates control the appearance and default content of your invoices. Customize them with your branding to present a professional image to clients.

Customize the default template

1. Go to Settings > Invoicing.
2. Under Invoice Template, you can configure:
   • Company logo — Upload your logo. It appears in the header of every invoice.
   • Company details — Name, address, and contact info displayed on invoices.
   • Payment instructions — Default text shown at the bottom (e.g., bank transfer details).
   • Footer notes — Additional text like tax registration numbers or thank-you messages.
   • Invoice prefix — Customize the invoice number prefix (e.g., "INV-" or "VOL-").
3. Click Save.

Preview your template

Click Preview to see how your invoice looks with sample data before sending real invoices.

Per-invoice customization

When creating an invoice, you can override template defaults:

• Change the footer or payment instructions for a specific invoice.
• These overrides apply only to that invoice — the template defaults remain unchanged.

Tip: Include your bank transfer details or payment portal link in the payment instructions to make it easy for clients to pay.