Articles on: INVOICE TEMPLATE CUSTOMIZE

How do I set up my Invoice template?

You can easily choose the appearance of your invoices/estimates by choosing the template type.

For choosing the template type for your invoices/estimates:

1. Login to your Invoicera Account by Administrator.



2. Go to Settings option.

3. Select the Brand Appearance Tab.


4. Choose the template for your Invoices. You may also see a preview of the selected template by clicking on the small “zoom” option on the right of the template type.

5. You may also set the Set Default Template Colour.

6. You may choose a template for your Recurring Invoices and Estimates also.



7. For customising your templates, go to Template Customization -> Create template tab.



8. Click on Save once you are sure about a template.



If you wish to customize your templates in any other form, you may simply inform us by sending your requirements at sales@invoicera.com. We believe in your satisfaction and are always ready to create the exact picture that you have in your mind.

Updated on: 26/07/2024

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