Invoices are more than just bills—they’re an opportunity to show your professionalism and reinforce your brand to your customers. Now, you can tailor every detail of your invoices to fit your business style and needs.
📌 Why This Matters
When your invoices look polished and consistent with your branding, they build trust and strengthen your relationship with customers. Customizing your invoices helps make your business appear more professional and thoughtful, which can encourage prompt payments and better client experiences.
✨ What’s New
- Full Design Control: Adjust titles, terms, and layout so your invoices reflect your unique brand identity.
- Branding Options: Change colors and button text, like turning the pay button into a “Donate” button if you prefer.
- Business Info Flexibility: Show or hide company details such as phone numbers, tax IDs, and add custom fields meaningful to your business.
- Customizable Sections: Rename sections to suit your needs (e.g., “Contact Information” can become “Shipping Details”) and add fields on the fly.
- Editable Labels: Change column headers like Item Name, Price, Quantity, and hide any that don’t apply.
- Customize your pay button colors, borders, and text to match your business style.
- Manage your business details display with options to add up to 3 custom value fields.
- Rename invoice sections for clarity and add new custom fields right where you need them.
- Modify or hide column labels to better fit the products or services you offer.
- Preview your invoice in real-time and save your changes instantly for a customized look.
🛠️ How to Use It
- Step 1: Go to your Payments or Billing section, then select Invoices or Estimates Settings.
- Step 2: Look for the option to customize the invoice layout or template.
- Step 3: Use the customization panel to adjust branding colors, business information, section names, and labels.
- Step 4: Preview your changes live and once you’re happy, save the new invoice design.
💡 Pro Tip
Consistently branded invoices help encourage timely payments and make your business memorable—turn each invoice into a subtle marketing touchpoint.
