How to design a branded invoice template

What you need

• A Business Hub account on a plan that includes custom invoice templates.
• Your logo uploaded in Settings → Business Profile, plus your address, tax number and bank details.
• Your brand colours and the font style you use.

Step-by-step

1. Open Invoice TemplatesCreate a new template, or duplicate one of the ready-made Professional, Modern or Classic templates to start from a finished layout.
2. Place your logo and business detailsDrag the logo, business name and business address elements to the top of the page. Elements snap to guides, and zoom helps with precise placement.
3. Add the invoice and customer fieldsAdd the invoice title, invoice number, issue date, due date and reference number, then the customer name, address, email and phone.
4. Set up the item tableAdd the items table and choose its columns: item, quantity, unit price, discount, tax rate, tax and amount. Reorder them to suit your invoices.
5. Add totals, payment details and footerPlace subtotal, discount, tax and total, then payment information, plus notes, terms and a footer. When you have accounts in Get Paid, unpaid invoices also show a Pay online button and link automatically.
6. Style it to match your brandSet fonts, sizes, weights, colours, backgrounds and borders for each element. Use undo and redo freely while you experiment.
7. Save and use itSave the template and pick it on your next invoice, or set it as the default template for a data source or Invoice Flow.

Tips

• Keep the total and due date easy to spot: they are what clients look for first.
• Show only the item table columns your invoices really use; fewer columns read better on a phone.
• Duplicate your template for a variation, such as one without tax columns, instead of editing the original.

Learn more about the Invoice Template Builder →

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