What’s New?
- We’ve introduced customization options for Invoices in your Account. You now have full control over the look and feel of your invoices—from titles and terms to branding, sections, and labels. Whether you want to match your brand identity or add custom fields, invoices can now be as professional and unique as your business.
How to Use?
- Navigate to Payments → Invoices & Estimates → Settings → Title, Terms, and Layout.
- Under Invoice Layout, click Customize Layout.
- Use the customization panel to:
- Branding: Change pay button color, border color, and even button text (e.g., “Pay” → “Donate”).
- Business Information: Show or hide details like company name, phone, tax IDs, or add up to 3 custom values.
- Sections: Rename sections such as “Contact Information” to “Shipping Details” or anything that fits your needs. Add custom fields to contact information on the go
- Labels: Edit column labels like Item Name, Price, Quantity, Tax, Subtotal, or choose to hide them.
- Preview changes live on your invoice template.
- Hit Save Changes to apply your new design instantly.
Why We Built It?
- Invoices are not just payment slips—they are touchpoints with your clients. A customized invoice builds credibility, reinforces your brand, and makes a stronger impression. With these updates, accounts and businesses can:
- Maintain brand consistency by aligning invoices with company colors, tone, and design.
- Stay flexible by adding/removing fields to fit different industries or client expectations.
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