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Set up invoice templates

Brand your invoices and choose what they show, including logos, columns and payment info.

Table of Contents
  • Go to Setup, open Invoice Templates and click New Invoice Template.

  • Name it and choose its Type.

  • Under Design, set the logo Size and Position, Margins, Text colour and Accent colour.

  • Drag items between Used and Available to choose your columns.

  • Under Payment information, choose bank details or online payment.

  • Save and check the Preview.

Up next

Next, read Raise an invoice for a third party.