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  • How to customize invoice template?




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From the Invoices section, click on Invoice Templates hyperlink. Invoice templates are used in the exported form of the Invoice.

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From the List of Templates Per Entity page, you will be able to add template templates from Add New Template hyperlink, rename  customize, edit or delete existing template. rename or delete the existing templates.

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Once you click on "Add New Template", a small window will appear to enter the template name and select the entity. 

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First, from the Properties tab, you can customize your template's layout and font.

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Then, from the Header From the header tab, you will be able to upload your logo by simply clicking on "Upload Logo " and select the logo of your company. 

You have a notes section the Firm's Description section also where you can add all the company information such as the registration number, the address, email, and phone number. 

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From the Body tab, you can customize the styles, choose the title name, and select the Bill to information that you need to appear on the invoice. 

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You can also select the invoice information, the line items order for expenses, time logs and items, and if you want to include the notes section in the invoice or not. 

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From Finally, from the Footer tab, you can show the page number and add a footer to your template. 

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