Create a reusable invoice layout so billing is fast and consistent. You’ll need at least one saved template to bill correctly.
Open the template editor
From the Dashboard: click Customize Your Invoice.
Or go to Billing → tap the menu (⋯) top-right → Manage Invoice.
Choose a starting template
You’ll see 8 templates:
Top four: insurance-ready (pull insurance-related client details).
Bottom four: general use (no insurance fields).
Select the one that best fits your needs.
Customize the template
Name your template. *This is a required field to save your template. You edit or update your template at any time.
Upload your logo (it will appear on the invoice).
If you leave it blank, it won’t appear on the final invoice.
Fill in the blue fields (suggested wording is provided—you can edit it).
If you leave a blue field blank, it won’t appear on the final invoice.
Use any additional fields to add other information.
Most templates include an Instructions/Extra info section (ideal for banking details, refund policy, or client notes).
Save & use
Click Save. Your template will appear under My Templates in the platform.