Customize Invoice Template

Set up your invoice branding and default settings.

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

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