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Customize Your Invoice Layout
Customize Your Invoice Layout

Customize your own site's invoice layout to create an invoice that works for you.

Josie avatar
Written by Josie
Updated over 3 weeks ago

Navigate to Invoice layout via:

  • ⚙️ Settings → Finances → Billing → Invoice layout

Customize your invoice:

  • Add your logo

  • Edit your invoice header and footers

  • Advanced Invoice Settings:

    • Add a greeting

    • Hide hours on invoice

    • Choose to show or hide the bill payer's current balance

    • Choose to display a list of recent and future transactions

🔒 To edit your site's invoice layout, you'll need the Manage Financial and Occupancy Settings permission enabled.

Once you're ready, click Save layout changes to update your invoice settings.

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