Invoice Design
Invoice design controls how customer-facing invoices look and what operational information they include.
Use invoice design settings before sending production invoices so every invoice has consistent branding, terms, and payment instructions.
What to configure
| Setting | Why it matters |
|---|---|
| Logo and brand color | Makes invoices recognizable to customers. |
| Business name and address | Ensures the legal sender is clear. |
| Tax ID label and value | Supports VAT, GST, HST, and other tax identifiers. |
| Invoice labels | Lets teams localize or standardize terms such as subtotal, tax, total, and balance due. |
| Footer text | Adds payment instructions, remittance notes, or support contact details. |
| Payment link visibility | Controls whether customers can pay directly from invoice communications. |
Recommended invoice content
- Business legal name.
- Billing support email.
- Invoice number.
- Issue date and due date.
- Service period.
- Product or service descriptions.
- Tax summary.
- Total, paid amount, refunded amount, and balance due.
- Payment instructions.
Review workflow
- Configure invoice design in settings.
- Generate a test invoice.
- Download the PDF.
- Confirm branding, totals, tax labels, and payment instructions.
- Send the invoice to an internal reviewer before sending to customers.