Invoice Design
Invoices are the most-read document your company produces. Invoice Design lets you make them yours: your logo, your colors, your labels — including French labels for Quebec customers — with a live preview that shows exactly what the customer receives.
Open it at Settings → Invoice Design.
When should I read this?
- Invoices go out with default styling and no logo.
- You operate in Quebec and the document labels should be French.
- Accounting wants the tax ID and payment instructions on every invoice.
Use cases
| Scenario | What you do |
|---|---|
| Brand consistency across billing | Upload your logo, set the brand color, override the business name/address block. |
| Bilingual document requirements | Change the document title and labels (Subtotal, Tax, Total, Balance Due) — French customers can also inherit French documents via their locale. |
| Reduce "how do I pay?" emails | Keep the payment link enabled and put terms in the footer text. |
What you can configure
| Area | Fields |
|---|---|
| Branding | Logo (direct image URL) and brand color (picker + hex, default indigo #4F46E5). |
| Labels & localization | Document title (default "INVOICE"), and the labels for Subtotal, Tax, Total, and Balance Due. |
| Company information | Business name override (blank = organization name), business address, tax ID label ("VAT, GST, EIN") and value. |
| Footer | Free text with preserved line breaks — payment terms, thank-you note, or legal lines. |
| Payment link | Show or hide the pay online link on the invoice document. |
Steps
Set branding
Paste your logo URL and pick the brand color. The preview header updates immediately.
Tune the labels
Rename any label to match your language and register — e.g. title "FACTURE", labels Sous-total / TPS / Total / Solde dû for a French-first operation.
Complete company information
Override the business name if invoices should show a legal entity that differs from the workspace name, add the address, and set your tax ID (label + value, e.g. "GST/HST" + 123456789 RT0001).
Write the footer
Keep it plain text; line breaks are preserved. Common content: payment due window, late-fee note, registration numbers.
Save and verify
Click Save Changes (or Reset to Defaults to start over — this cannot be undone). Then open any real invoice's PDF/HTML and confirm the applied design.
Where the design appears
Saved settings apply to every generated document — the invoice PDF, the browser-friendly HTML version, and the documents customers download from the customer portal. The per-customer document language (see localization) decides the language for date/amount formats and localized content, while your label overrides apply consistently on top.
Common issues
- Logo doesn't render. The URL must be a direct, publicly reachable image link — not a page containing the image.
- Design changed but an old invoice looks the same. Documents already issued keep the design they were issued with; regenerate the PDF from the invoice to refresh it.
- Labels show in the wrong language. Label overrides are global; per-customer language handles dates and standard wording. Plan one set of labels that works everywhere you sell.