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Customizing Invoice Templates

Jazva Devs -

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.
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