You design your invoice once. Every new invoice uses that design.

Open Settings in the Hub. In the Money group, choose 🧾 Invoice design. (From the Finance & Reports group, the item Payments setup opens the same place.) A live preview with a sample customer sits next to the form.

1. Look.
   – 🖼️ Upload logo to pick a picture. VisionScaper shrinks it to fit within 600 pixels. Or tap Use my profile logo, or Remove logo.
   – Logo position: Left, Center or Right.
   – Logo size: Small, Medium or Large.
   – Layout: Classic, Modern, Compact or Bold.
   – Brand color, Font and Heading (the big word on the page, “Invoice” by default).
   – License / registration line, for example your home improvement license number.
2. Sections & order. Tick the sections you want. Use the ↑ and ↓ buttons to move them.
3. Line item columns. Tick any of Date, Qty, Unit, Rate, Amount.
4. Details to show. Tick any of: Your address, Your phone, Your email, Your website, License line, Customer phone, Customer email, Service address, “PAID” stamp.
5. Default content. Fill in the text that goes on every invoice (see below).
6. Default sales tax % and Default due in (days).
7. Review the Default reminder plan. See “The invoice reminder plan”.
8. Tap Save invoice design.

Logo & your business, Bill to, Invoice number & dates, Custom fields, Line items, Totals, How to pay, Notes, Terms, Thank-you message, Footer.

The thank-you message starts switched off. The pay button appears right after the Totals section.

System (fast, no download), Inter, Roboto, Lato, Montserrat, Open Sans, Merriweather, Playfair Display, Source Serif and Roboto Mono. Any font other than System is loaded from Google Fonts when the customer opens the page.

• Custom fields on every invoice: label plus an optional default value.
• Notes, How to pay, Terms, Thank-you message, Footer.

The built-in default terms say that payment is due by the due date. Replace them with your own wording.

• Pick System if you want the page to load fastest on a phone.
• Use Compact if your invoices run long.
• Changing the design does not rewrite old invoices that already carry their own text.

• Preview is blank. The preview is optional. Save and reload.
• The logo looks small. Raise the Logo size to Large.
• Your change did not stick. You must tap Save invoice design.

• Create an invoice
• Due dates and payment terms
• The invoice reminder plan