Customizing Your Invoice Templates

Accessing Invoice Designer

1. Go to Dashboard > Sales > Invoice Designer
2. You'll see a preview of your current invoice template

Customization Options

Header Section

• Upload your company logo (recommended size: 200x60px)
• Set your business name and tagline
• Add header colors that match your brand

Content Fields

• Choose which fields to show (PO number, due date, etc.)
• Add custom fields specific to your business
• Rearrange field order by dragging

Footer Section

• Add payment terms and conditions
• Include bank account details
• Show social media links
• Add a thank you message

Tax Display

• Choose inclusive or exclusive tax display
• Show tax breakdown by rate
• Hide tax details for B2C customers

Saving and Applying

Click "Save Template" to apply your design. All new invoices will use this template. Past invoices remain unchanged.

Printing and PDF

Your customized template applies to both printed invoices and PDF exports.

Tip: Create different templates for different branches or business types.