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Help Center › Admin screens, field by field › Settings → Invoice design: look, sections and details
Settings → Invoice design: look, sections and details
Field-by-field guide to the invoice logo, layout, colour, font, section order, columns and details toggles.
Where to find it: Contractor Hub → Settings & Integrations → Settings → group Money → tab 🧾 Invoice design. Owner screen.
What it controls: how every invoice looks to your customer. The page is split in two: the form on the left and a Live preview (sample customer) on the right. The preview refreshes about a third of a second after each change. Nothing is saved until you click Save invoice design. This article covers the first two cards, 🎨 Look and 📐 Sections & order. The content, tax, due date and reminder fields are in settings-invoice-design-content-and-reminders.
Before you start
- Have your logo file ready (any picture file the file picker accepts).
- Fill in your address, phone, email and website in Settings → Business profile. The “Details to show” switches use those details (what happens when one is empty is not verified in code).
Fields: 🎨 Look
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
🖼️ Upload logo |
Opens the file picker. The picture is shrunk so its longest side is at most 600 pixels, turned into a PNG and held until you save. | Choose your logo file. | None. Saved logo is limited to 2 MB on the server. |
Use my profile logo / Remove logo |
If you have a logo in Business profile the link says “Use my profile logo” and switches back to it. If not it says “Remove logo” and clears the invoice logo. | Click to undo an upload. | |
Logo position |
Puts the logo Left, Center or Right in the header. | Click one chip. | Left |
Logo size |
Small, Medium or Large logo. | Click one chip. | Medium |
Layout |
Chooses the whole page style: Classic, Modern, Compact or Bold. (What each style looks like: check the preview.) | Click one chip and look at the preview. | Classic |
Brand color |
Colour used for headings and accents. Must be a six-digit colour. | Click the swatch and pick. | #1f7a46 (green) |
Font |
Typeface for the invoice. Options: System (fast, no download), Inter, Roboto, Lato, Montserrat, Open Sans, Merriweather (serif), Playfair Display (serif), Source Serif (serif), Roboto Mono. | Pick one. Choose System for the fastest page. | System |
Heading |
The big word at the top of the page (up to 40 characters). | Example: Invoice, or Statement. | Invoice |
License / registration line |
One line of text such as your licence number (up to 80 characters). Shown only when License line below is ticked. | Example: CT HIC #0654321 · Licensed & insured | Blank |
Fields: 📐 Sections & order
“Tick what appears and use the arrows to move sections up or down the page.” Each row has a checkbox and two buttons, ↑ (Move up) and ↓ (Move down). The first row cannot move up and the last cannot move down.
| Section (checkbox) | What it shows | Default |
|---|---|---|
| Logo & your business | Logo, business name and contact details | On, first |
| Bill to | The customer’s name and address | On |
| Invoice number & dates | Number, issue date and due date | On |
| Custom fields | Your own label/value lines (set in the next article) | On |
| Line items | The table of work and prices | On |
| Totals | Subtotal, discount, tax and total | On |
| How to pay | Your payment instructions | On |
| Notes | Your default notes | On |
| Terms | Your terms text | On |
| Thank-you message | A closing thank-you | Off |
| Footer | A small footer line | On |
Line item columns
Five checkboxes decide which columns the Line items table has.
| Checkbox | Column | Default |
|---|---|---|
| Date | Date of each line | Off |
| Qty | Quantity | On |
| Unit | Unit (such as sq ft) | Off |
| Rate | Price each | On |
| Amount | Line total | On |
Details to show
| Checkbox | Shows | Default |
|---|---|---|
| Your address | Your business address | On |
| Your phone | Your phone | On |
| Your email | Your email | On |
| Your website | Your website | On |
| License line | The License / registration line above | On |
| Customer phone | The customer’s phone | Off |
| Customer email | The customer’s email | Off |
| Service address | The address the work was done at | On |
| “PAID” stamp | A PAID mark on paid invoices | On |
Steps
- Open the 🧾 Invoice design tab.
- Click 🖼️ Upload logo and choose the file. Watch the preview.
- Set Logo position, Logo size and Layout.
- Pick Brand color and Font, then edit Heading and License / registration line.
- In Sections & order, untick what you do not need and use the arrows to reorder.
- Choose the Line item columns and Details to show.
- Continue to the content cards (next article), then click Save invoice design. A toast says “Invoice design saved.”
Tips
- Unticking a section hides it but keeps what you typed.
- Text colour is not a setting. Only the brand colour is.
If something goes wrong
- Preview stays blank: the preview request failed quietly (the code treats it as optional). Change any field again, or reload the tab.
- Logo will not save: the file is over 2 MB after processing, or the file picker returned no image. Use a smaller picture.
- Changes gone after leaving the tab: you did not click Save invoice design.