Knowledge

Finance Settings: Invoice Template

The Invoice Template tab allows you to visually personalize the layout and design of your invoices. You can choose from a set of predefined templates and preview how your invoice will appear to clients. This helps ensure consistent branding and a professional appearance in your client communications.

Key Features

1. Template Selection

• A variety of layout options are presented as thumbnails.
• Each thumbnail represents a different invoice design (e.g., classic, modern, compact).
• Click on any thumbnail to select that template as your active invoice style.
• The currently selected template is highlighted with a blue.

1. Save Template

• Once you’ve selected your preferred template, scroll down and click the Save button to apply the design.