Brand your invoices

Invoice template sets your logo, address and terms on invoices, printed invoices and invoice emails. You need the Manage settings permission.

Change the template

1. Go to Invoice template.
2. Under Branding, upload a Logo. Use a PNG or JPG file of 2 MB or smaller.
3. Type the Business name, Address, Email, Phone and Website. Type one line for each printed line of the address.
4. Choose the Accent color. The invoice uses it for the top rule, the headings and the pay button.
5. Type the Payment instructions, such as wire or check details. They show under the totals.
6. Type the Footer.
7. Type the Legal terms, such as your return policy. They print in small type.
8. Check the Preview. It shows a sample invoice with these settings.
9. Click Save.

Empty fields

An empty field uses the value from your workspace profile on General. An empty logo uses your workspace logo. When the workspace profile has no address and the Address field is empty, the invoice prints no address.