Customize Your Invoice Template
Add your logo, brand colors, payment terms, and footer text to create professional invoices that match your business identity.
What this guide covers
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.
Before you begin
- You need an Owner or Admin role to edit invoice templates
- Upload your company logo first in Set Up Your Company Profile -- the invoice template pulls the logo from your company profile
Step 1: Open invoice template settings
- Click Settings in the sidebar
- Select the Documents tab
- Click Invoice Template
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
Step 2: Configure the header layout
The invoice header displays your company information. Choose where your logo appears:
- Left-aligned -- Logo on the left, company details on the right
- Center-aligned -- Logo centered above company details
- Right-aligned -- Logo on the right, company details on the left
Animation: The invoice preview updating in real time as the user switches between left-aligned, center-aligned, and right-aligned logo positions
Step 3: Set your brand color
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.
- Click the color picker next to Primary Color
- Enter your hex color code or use the visual picker
- The preview updates immediately
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.
Step 4: Set default payment terms
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.
Step 5: Add footer text
The footer appears at the bottom of every invoice. Use it for:
- Thank-you messages ("Thank you for your business!")
- Legal disclaimers or license numbers
- Late payment policies
- Additional contact information
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"
Step 6: Add payment information
If you accept checks or bank transfers outside of online payments, add your payment details to the invoice.
- Scroll to the Payment Information section
- Enter your bank name, account details, or mailing address for checks
- This information appears in a dedicated section on 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
Step 7: Preview and save
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.
Troubleshooting
My logo is not showing on the template preview
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.
The brand color looks different when printed
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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