Customize Invoice Template

Customize your invoice template to reflect your brand and save time on each invoice.

Access template settings

Template settings are available directly in the invoice editor. Click the gear icon in the bottom toolbar to open the settings menu, organized into categories:

• Invoice — Size, currency, date format, payment terms
• Tax & Pricing — Tax, VAT, discounts, decimals, units, QR code
• Email — PDF attachment, send copy
• Payments — Stripe online payments

You can also manage templates (rename, duplicate, set as default, delete) from the same menu.

Branding

Logo

Upload your company logo:

• Appears at the top of every invoice
• Recommended size: 400x200 pixels
• PNG or JPG format

Colors

Customize accent colors to match your brand.

Business details

Set your default business information:

• Company name: Your legal business name
• Address: Your business address
• Email: Contact email shown on invoices
• Phone: Optional contact phone
• Website: Optional website URL

These appear on every invoice automatically.

Tax settings

Tax identification

• VAT number: Your VAT/GST number
• Tax ID: Other tax identification numbers

These appear on invoices for compliance.

Default tax rate

Set a default tax rate:

• Applied to new invoices automatically
• Can be overridden per invoice
• Set to 0% if you don't charge tax

Payment details

Bank details

Add your bank information for wire transfers:

• Bank name
• Account number / IBAN
• Routing number / SWIFT

Payment terms

Set default payment terms:

• Due date: Net 14, Net 30, etc.
• Late fees: Optional late payment terms
• Notes: Standard payment instructions

Invoice numbering

Configure invoice number format:

• Prefix: Optional prefix (e.g., "INV-")
• Starting number: Where to begin numbering
• Format: Number of digits

Example: INV-00001, INV-00002, etc.

Default notes

Add standard text that appears on all invoices:

• Payment instructions
• Thank you message
• Terms and conditions
• Return policy

Email template

Each template stores its own email content. When you send an invoice via Create & Send, the customer receives an email based on these settings.

Customize the email

Click the email preview button in the invoice editor toolbar (visible when Create & Send is selected) to open a live preview. You can edit:

• Subject line — The email subject your customer sees in their inbox (defaults to "[Company Name] sent you an invoice")
• Heading — The title inside the email body (defaults to "Invoice from [Company Name]")
• Body text — The message below the invoice details
• Button label — The call-to-action button text (defaults to "View invoice")

The subject line and heading are independent — customizing one does not affect the other. Click directly on any text in the preview to edit it. Changes save automatically to the current template.

What the email shows

The email automatically includes data from the invoice:

• Your template logo
• Invoice amount and currency
• Due date (using your template's date format and label)
• Invoice number (using your template's label)
• A sign-off with your company name

These values update automatically based on each invoice — you don't need to edit them manually.

Email options

In the Email settings category:

• Attach PDF — Include the invoice as a PDF attachment
• Send copy (BCC) — Send yourself a copy of every invoice email

Tips

• Set up your template before creating your first invoice
• Use a professional logo—it makes a big difference
• Include clear payment instructions to get paid faster
• Customize your email template once — it applies to all invoices using that template
• Review and update annually or when business details change