Select an Invoice Template Style

   

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iOS and Android

  1. Tap on the Profile icon in the upper right corner of the home screen
  2. Tap on Customize invoice
  3. Tap Design
  4. Tap on Template
  5. Swipe right to scroll and select from the different template options
  6. After you select the template you want, you can click Logo, Color, Banner, and/or Watermark to customize these options 
  7. 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

  1. Click on your Company name in the upper right corner
  2. Click on Account & settings
  3. Click on Customize invoice design
  4. Click to open the Template drop down menu and select from the different template options
  5. After you select the template you want, you can click Logo, Additional image, Color, Header, and/or Watermark to customize these options 
  6. When you are all set, click Save design
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