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iOS and Android
- Tap on the Profile icon in the upper right corner of the home screen
- Tap on Customize invoice
- Tap Design
- Tap on Template
- Swipe right to scroll and select from the different template options
- After you select the template you want, you can click Logo, Color, Banner, and/or Watermark to customize these options
- Tap on the green back arrow in the top left corner and your changes will be reflected on future documents
- Please note, these changes will not reflect on any previous documents
Web
- Click on your Company name in the upper right corner
- Click on Account & settings
- Click on Customize invoice design
- Click to open the Template drop down menu and select from the different template options
- After you select the template you want, you can click Logo, Additional image, Color, Header, and/or Watermark to customize these options
- When you are all set, click Save design