Customizing Invoice Templates

Learn how to customize your invoice templates and create a suitable look for your business documents.

1. From the main menu, go to Setup and select Document Templates.
2. Select an existing template to customize or create a new template by clicking Create Invoice Template.
3. Edit these four sections as needed:
• Header Image - The header image files need to be 1900 x 200 or 950 x 200 pixels in size. Use 1900 x 200 for headers that will occupy the entire width of the document, or 950 x 200 to occupy only half, beginning from the left side.
• Header Information - select labels to be included or excluded from the document.
• Invoice Item Detail
• Invoice Footer - you can add messages to the template
4. Click Update to save.