Customizing Invoice Appearance

Add your logo, set payment terms, and customize invoice themes.

Customizing Invoice Appearance

Make your invoices look professional with custom branding and settings.

Invoice Settings

Access invoice settings from your project or organization settings: - **Company Logo**: Upload your logo to appear on all invoices - **Payment Terms**: Set default payment terms (Net 15, Net 30, etc.) - **Theme**: Choose a color theme that matches your brand - **Notes**: Add default footer notes (payment instructions, terms, etc.)

Invoice Line Items

Each line item includes: - **Description**: What the charge is for - **Quantity**: Number of units - **Unit Price**: Cost per unit - **Total**: Automatically calculated

Tax and Markup

• Add tax percentage to invoices
• Include markup on materials or labor
• Tax and total are calculated automatically

Best Practices

• Keep descriptions clear and specific
• Include payment instructions in the notes
• Send invoices promptly after milestone completion
• Follow up on overdue invoices using the status tracking