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How can I customize my Invoice Templates?

By Joshua waldman

Updated 2 months ago

Learn how to make changes to the language or look of templates. This process can also be used to make brand specific templates.

Whether you simply want to make a change to your current template or create an entirely new template follow the steps below. 

To Customize Wording 

  • head to Settings > Templates
  • click to create/edit template
  • select the Language tab (partial screenshot below)
  • scroll down until you see the fields that need to be changed

note: this is currently where users can change their tax label. 

To Customize Appearance

  • head to Settings > Templates
  • click to create/edit template
  • select the Appearance tab (partial screenshot below)
  • scroll down until you see the fields that need to be changed


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