Choose a template
Go to Settings - Template design & settings
Select one of five templates: Stripe, Classic, Serif, Modern, or Simple
Each template displays different layout elements - such as where bank details, due dates, and company information appear
Customise your template
From the same Template design & settings page, you can adjust the following:
Colour - choose your invoice accent colour
Text size - change to Large in the Template adjustment section
Language and currency - set defaults for all new documents
Payment method and due date - set your preferred defaults
Default headline and footer note - enter text that appears on all new documents
Estimate settings - switch between Quote and Estimate label
Custom labels - rename any field or document label to match your terminology
Note: Some changes only apply to new documents created after saving. Previously created documents are not updated. Settings like Item code, Quantity and unit, Discount, Tax column, Due date, Payment method, Item price rounding, and Custom labels take immediate effect on all documents.
Customise per invoice (mobile app)
While creating or editing an invoice, tap the three-dot icon in the upper right corner to change the colour, template, or show/hide specific details for that individual document.
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.