Invoice design

Your branding decides how quotes, invoices and credit notes look to clients: in the PDF, on the link they open, and in the email. You set it once in Revenue settings, with a live preview beside the controls.

Things to know

• Changes save as you make them.
• Only admins can upload or change the logo.
• The preview shows your latest sent invoice. Until you have one, it shows an example invoice, labelled as one.

Open the branding settings

Go to Revenue > Overview, click the gear, and stay on the General tab. The branding sections sit under Branding, and the preview is beside them on a wide screen.

Add your logo

1. Under Logo, click Upload logo.
2. Pick a PNG, JPEG or WebP file up to 1 MB.
3. Set its Size (Small, Medium or Large) and Position (Left or Right).

To swap it, click Change logo. To take it off, click Remove.

Pick the look

Under Look:

• Layout: Classic, Modern or Minimal.
• Font: Sans, Serif or Mono numbers.
• Brand color: pick a swatch or type a hex code. It colours the title, the table and total lines, and the client's Download button.

Choose what shows

Under What shows, turn each item on or off:

• Tax ID
• Company address
• Client's contact person
• Quantity column. Off, lines show only the description and amount.

Status stamps

Under Status stamp, choose which statuses are stamped on a document: Paid, Partially paid, Overdue and Void. To see a stamp before any invoice has one, use Show as above the preview. It changes the preview only.

Payment details and footer

Under Text:

• Payment details prints on invoices in its own block. Put your bank details or how you'd like to be paid.
• Footer note prints at the bottom of every document.

Related

• Set up Revenue
• Send an invoice
• What clients see