Knowledge Base Article

Level Up Your Invoice Templates

Edit, customise, simplify!

Launched a rebrand? Changed your logo? Want to add some new season flair to your invoice templates? We've got you!

 

We've collated some details below on how to level up your invoice templates by customising logos, details, and more! Check it out 👇

Customising your invoice look 

In Solo, we've added some invoice customisation options to make your invoices feel more you. Here's how to get started with adding a fresh coat of paint to your templates:

 

  1. Go to Money in and tap the settings icon in the top right (⚙️)
  2. Tap Invoice settings, and then tap Invoice template
  3. You can tap either Logo and colour or Contact details
  4. Adjust details as desired!
Previewing a template

We also make it super easy to check out how your invoices will look before you send them out - tap the Preview button in the Invoice template prompt mentioned above to get a peek at what your invoice changes look like in real time.

 

Need a refresher or want to explore more invoicing features? Check out our Invoicing Help Articles for tips, step-by-steps, and everything you need to become an invoicing pro. 🦸

Published 26 days ago
Version 1.0
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