Customizing Your Invoice Branding
Upload your logo, set accent colors, customize payment terms, and add footer text to every invoice.
Why brand your invoices?
A branded invoice looks professional and builds trust. When your customer opens a PDF with your logo, your brand colors, and clear payment instructions, they take it seriously. It also reduces confusion — customers know exactly who the invoice is from and how to pay.
Step 1 — Upload your logo
Go to Settings > Invoice Branding. Click the logo upload area and select your shop logo file. PNG with a transparent background works best at 400x200 pixels or larger. The logo replaces the text shop name in the top-left corner of every invoice, work order, packing slip, and shipping label.
- 1Go to Settings > Invoice Branding
- 2Click the logo placeholder to open the file picker
- 3Select your logo file (PNG, JPG, or SVG — max 2MB)
- 4Preview the result in the live invoice preview on the right
- 5Click Save to apply to all future documents
If your logo looks blurry on the PDF, upload a higher resolution version. A 800x400 PNG at 300 DPI looks crisp on both screen and print.
Step 2 — Set your accent colors
Below the logo section, you will find color pickers for Primary Color and Secondary Color. The primary color is used for the shop name header text, status badges, and section dividers. The secondary color is used for table headers and subtle background accents. Enter hex values directly or use the color picker.
Match your accent color to your shop's brand. If your brand is red, use your brand red as the primary. Avoid overly bright or neon colors — they look unprofessional on printed invoices.
Step 3 — Configure payment terms text
The Payment Terms field lets you set a default terms statement that appears in the footer area of every invoice. Common examples: 'Net 30 — 2% discount if paid within 10 days', 'Payment due upon receipt', 'All balances over 60 days subject to 1.5% monthly finance charge'. You can override this on individual invoices when needed.
Step 4 — Add your footer text
The Footer Text field adds custom text below the totals section on every invoice PDF. Use it for: 'Thank you for your business!', bank wire instructions, your return policy, state license numbers, or a link to your terms and conditions page. Keep it under 4 lines for best formatting.
- 1Go to Settings > Invoice Branding > Footer
- 2Enter your footer text (supports multiple lines)
- 3Preview the result in the live invoice preview
- 4Click Save
Previewing your changes
The Invoice Branding page includes a live preview panel on the right side. Every change you make — logo, colors, terms, footer — updates in the preview immediately. Use this to check your layout before saving. The preview shows a sample invoice with realistic data so you can see exactly how it will look to your customers.