Overview
The invoicing tool lets you brand your invoices and estimates with your own visual identity — choose the invoice format, add footer text, set a colour, and upload your logo. This article shows you where to find these controls and what each one does.
Before you start
The invoicing tool must be activated on your account — if the Invoice section isn't in your sidebar, see how to activate the invoicing tool.
Step by step
In the sidebar, go to
Invoice→Settings.Under
Type of invoice, pick the format:Simplified— items in invoices are grouped by category.Detailed— items are displayed without grouping.
In
Invoice default footer, add the text you want to appear at the bottom of every invoice and estimate.In
Invoice color, pick the colour applied to the header, footer, and item-row borders.In
Invoice logo, upload your logo. Recommended size: 150 × 80 px.Click
Save.