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Help Center › Getting started & settings › Settings: Invoice design
Settings: Invoice design
Design how your invoices look and what they say, with a live preview, sections, default notes, tax, due days and a reminder plan.
Path: Settings → Money → Invoice design. A live preview of a sample customer sits beside the form.
Look
- Upload logo or Use my profile logo (or Remove logo).
- Logo position: Left, Center, Right.
- Logo size: Small, Medium, Large.
- Layout: Classic, Modern, Compact, Bold.
- Brand color, Font, Heading.
- License / registration line, for example “CT HIC #0654321 · Licensed & insured”.
Sections & order
Tick which sections appear and use the up and down arrows to reorder. Choose Line item columns: Date, Qty, Unit, Rate, Amount. Choose Details to show: your address, phone, email, website, license line, customer phone, customer email, service address, and a “PAID” stamp.
Default content
- Custom fields on every invoice (a label and an optional default value, such as PO number).
- Notes
- How to pay
- Terms
- Thank-you message
- Footer
- Default sales tax %
- Default due in (days)
Default reminder plan
Reminders are sent automatically for every invoice that is not paid, unless you choose a custom plan or none on the invoice. They stop the moment it is paid.
Steps
- Upload your logo and pick a layout.
- Choose your brand color and font.
- Turn sections and details on or off.
- Write notes, payment instructions and the footer.
- Set tax and due days.
- Set the reminder plan.
- Click Save invoice design.
Tips
- Search “logo” or “invoice” to jump here.
- Put real payment instructions in How to pay. Online payment needs [settings-get-paid-online].
- Check the preview at small size too.
If something goes wrong
- Preview is blank. Wait a second; it updates after you stop typing.
- Reminder texts do not go. Texting must be set up on the site.
- Changes missing on old invoices. Design changes apply to how invoices are shown. Check the invoice itself.