Customizing your invoices helps you match your branding and clearly communicate payment details to your clients. The Invoice App offers simple tools to adjust both the layout and the content of your invoices.
Choose and Edit an Invoice Template
Open the Invoice App and create a new invoice or open an existing one.
Tap Preview to see how the invoice will look.
Tap Customize to view the available invoice templates.
Select the template that best fits your needs. Changes are applied automatically.
Add Payment Instructions to an Invoice
You can include payment details or additional notes directly on your invoice:
While creating or editing an invoice, find the Notes field in the invoice form.
Enter your payment instructions, such as bank details, payment terms, or other important information.
Save the invoice to apply the changes.
Your notes will appear on the final invoice without altering the selected template layout.
Related Topics
Importing and exporting invoices
Setting up default payment terms in Invoice App