How to create an invoice template

Invoice templates control how PDFs look when you issue invoices. See how to use invoice templates and how to manage branding and contact details.

Start a new template

1. Open Templates under Management in the sidebar.
2. Select New template.

Configure layout and branding

1. Enter a template name and choose a base style.
2. Set accent color and optional logo URL.
3. Adjust typography, footer text, and visible table columns.
4. Use the preview panel to check English and Spanish layouts.

Save and use the template

1. Select Save template when the preview looks correct.
2. Mark the template as default if new invoices should use it automatically.
3. Return to Settings → Invoice defaults to confirm the default PDF template selection.