17/08/2026
TIP: Create and customise invoices with your business details and branding
• Design Tab: Here, you can upload your logo, select a color scheme that matches your branding, choose a font style, and pick your preferred layout.
• Content Tab: This section allows you to edit the specific information shown in the Header, Table (body), and Footer of the invoice. You can toggle elements on or off, such as shipping addresses, terms, SKU codes, and project dates.
• Emails Tab: Customize the subject line, greeting, and message that automatically send with your invoice.
1. Go to + New and select Invoice.
2. Click on the Manage or Customization tab on the right side of the screen.
3. Turn on or off the specific fields you need for that customer or project.
• Click the Gear icon > Custom fields.
• Select Add custom field and define the name and data type.
• Ensure you turn on Print on form so it displays directly on your invoice