Can Invoices be Customized?

  • Updated
Absolutely! We recognize the need for consistency across all touchpoints to make Clients feel more confident and comfortable with your firm's branding.
  1. Select Firm Settings from the drop-down menu beside your avatar.
  2. Then select Billing & Accounting in the menu bar and select Invoice Customization from the expanded menu.

  3. Under the General Settings tab you can upload your logo, select fonts and customize colors.
    • Choose which sections of the invoices you would like to make visible by selecting the checkboxes.

  4. Under the Templates tab you can select + from the action bar to create a new template or select the edit icon to the right of an existing templates to update it. For example, scroll down to the Line Items and select a checkbox beside an item to make it visible.


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