Customize Your Invoice Template
Add your logo, brand colors, payment terms, and footer text to create professional invoices that match your business identity.
Add your logo, brand colors, payment terms, and footer text to create professional invoices that match your business identity.
This guide shows you how to customize the look and content of your JobsiteOn invoices. You will configure your logo placement, brand colors, default payment terms, footer text, and payment information. Every invoice you create will use these settings automatically.
Screenshot: Invoice template settings page showing a live preview of an invoice on the right side and customization controls on the left side with sections for Logo, Colors, Terms, and Footer
The invoice header displays your company information. Choose where your logo appears:
Animation: The invoice preview updating in real time as the user switches between left-aligned, center-aligned, and right-aligned logo positions
Choose a primary color that matches your brand. This color is used for the invoice header accent, table headers, and the "Pay Now" button on online invoices.
Tip: Use your brand's primary color. If your logo is blue, a blue accent color creates a cohesive, professional look. Avoid very light colors that may not print well.
Payment terms tell your customer when payment is due. Set a default that applies to all new invoices.
| Option | Meaning |
|---|---|
| Due on Receipt | Payment expected immediately |
| Net 15 | Payment due within 15 days |
| Net 30 | Payment due within 30 days |
| Net 60 | Payment due within 60 days |
| Custom | Enter a specific number of days |
Note: You can override the default terms on individual invoices. The default simply saves you from setting terms manually every time.
The footer appears at the bottom of every invoice. Use it for:
Screenshot: Footer text editor showing a rich text area with the message "Thank you for choosing Apex Plumbing. Payment is due within 30 days. A 1.5% monthly fee applies to overdue balances. License #TX-PLB-2024-1234"
If you accept checks or bank transfers outside of online payments, add your payment details to the invoice.
Screenshot: Invoice preview showing the payment information section at the bottom with bank name, routing number (partially masked), and a mailing address for check payments
Review the live preview on the right side of the screen. Check that your logo, colors, terms, footer, and payment info all look correct. Click Save Template to apply your changes.
Tip: After saving, create a test invoice and send it to yourself. Open it on your phone and print a copy to verify it looks good across formats.
The invoice template pulls the logo from your company profile. Go to Settings then Company and upload your logo there first. Return to the invoice template and it should appear.
Screen colors and print colors can vary. Use a medium-tone color (not too light, not too dark) for best results across screens and printers. Test by printing a sample invoice.
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