Learn how to customize your invoice templates and create a suitable look for your business documents.
- From the main menu, go to Setup and select Document Templates.
- Select an existing template to customize or create a new template by clicking Create Invoice Template.
- 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