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Invoice Templates
Overview
Customize the look and feel of your invoices to match your brand. Add logos, custom footers, color schemes, and choose from multiple layout styles.
Step-by-Step Guide
1
Open Templates
Go to Invoices → Templates or Settings → Brand → Invoice Templates.
2
Choose a Base Layout
Select from Classic, Modern, Minimal, or Detailed. Preview each before choosing.
3
Add Branding
Upload your logo, set primary and accent colors, and choose your font. Add a custom footer with payment terms or thank-you messages.
4
Configure Fields
Show or hide fields like SKU, discount breakdown, tax summary, and salesperson name.
5
Set as Default
Click Set as Default so all new invoices use this template automatically.
Tips & Best Practices
Tip: Create separate templates for B2B (detailed) and B2C (simple) customers.
Tip: Add your M-Pesa paybill number or bank details to the footer for faster payments.
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