The invoice template controls how your invoice PDFs look. On the Invoice template page you can edit colors, logo placement, which sections appear, where things sit, label text, and QR-code placement. You can save multiple templates and mark one as the default.
What you can do
Open the Invoice template page to edit a template with a live PDF preview rendered from a sample invoice populated from the current template and your brand settings — not from one of your real invoices. You can keep several saved templates and mark exactly one as the default; the default is used automatically when you create or preview an invoice.
What the template controls
Logo and branding:
- Include logo — show or hide the logo from Brand invoicing.
- Logo position — top-left or top-right.
- Logo size — small, medium, or large.
Colors:
- Primary color — headers and accent lines.
- Secondary color — secondary elements.
- Text color — body text.
- Border color — dividers and table borders.
- Payment info background — fill behind the payment-information panel. Clear it for no fill (transparent).
- Table header background — fill behind the line-items header row. Transparent by default.
Section visibility (each can be toggled on or off):
- Show company info — your billing block (company name, address, contact).
- Show client info — the client billing block captured on the invoice.
- Show bank info — bank name, account, routing. When off, the payment panel is hidden regardless of data.
- Show tax info — the tax ID line.
- Show tax rate column — adds a tax-% column to the line-items table.
- Show quantity and unit price columns — gives the pair columns of their own. Off by default, in which case they appear as a small line under the description instead. The headings read Hours and Rate when every priced line on the invoice bills by time.
Layout positions:
- Company info position — left, right, or top.
- Client info position — left, right, or top.
- Invoice details position — left or right; the invoice number, date, and status sit with the INVOICE title.
QR code:
- Include QR code — toggle. The encoded content comes from the Payment QR content field in Brand invoicing (or a per-invoice value when set), so the toggle shows a QR even without per-invoice data.
- QR code position — bottom-left, bottom-right, or bottom-center.
Labels — every visible label on the PDF can be overridden: invoice number, date, status, "bill to", email, phone, tax ID, total amount, description, tax, tax %, amount, subtotal, total, notes, payment information, bank, account, and routing.
Workflows
Customize the default template
- Open the Invoice template page.
- The editor loads your default template (created automatically on your first visit if you don't have one).
- Tweak colors, toggles, and labels. The live PDF preview updates as you edit, using a sample invoice for realistic content.
- Save. The new look applies to all future PDFs generated from this template.
Add a second template
Use the New template action on the templates list page. Give it a name (e.g. "Proforma", "Final"), customize it, save, and optionally mark it as default.
Switch the default
Open a non-default template and use Set as default. The previous default keeps its settings but is no longer applied automatically.
Delete a template
Remove any non-default template from the editor. The default template can't be deleted — set another template as the default first, then delete the former default.
How templates apply to invoices
- The template is read when the PDF is generated, not captured onto the invoice. Editing a template changes how new PDFs look but doesn't change PDFs you've already exported and stored.
- Each stored PDF export keeps its own copy of the invoice as it was at the time, so older invoices stay accurate even after the template changes.
- The PDF preview on the invoice form uses the default template; to preview against a non-default one, switch the default temporarily.
In the editor
The editor gives you:
- A color picker for each color (the two background pickers support a no-color / transparent option).
- Toggles for each section-visibility option, the tax-rate column, and the QR code.
- Dropdowns for the position settings (logo, company info, client info, invoice details) and the QR-code position.
- A text input for each label, showing its current value.
- A name field for the template.
- An Is default toggle.
The preview regenerates after each change, using the same renderer that produces your real PDFs.
Tips and edge cases
- A default is created for you. A default template is seeded during onboarding (and ensured whenever you open the templates page). Its labels are pre-filled in your chosen language at creation; editing any label stops it from being re-localized later.
- Branding lives elsewhere. The logo file, company name, tax ID, and the payment QR content come from Brand invoicing. The template only chooses how to display them.
- Brand-dependent toggles stay off until the data exists. Include logo, Show bank info, Show tax info, and Include QR code are disabled (and unchecked) until the matching field is filled in Brand invoicing; the editor explains this inline with a link.
- Currency and tax aren't in the template. Currency is per invoice; the default tax is set under General settings. Templates only control how things look.
- Labels accept any text. They start in your language; type over them to customize, which freezes them against later language changes.
On mobile
Not available on the mobile app — manage from the web app. Mobile can export and share an invoice PDF, but it always uses your default template.