Design your own invoices
You can now decide the layout of your invoices and which details appear, so every invoice matches your practice.
What changed
The invoice template builder now lets you:
- Choose a header layout and logo size
- Decide which sections appear on the invoice
- Write your own notes and footer
- Preview the result and set a default template
Why it matters
Clients receive a professional invoice that carries the information you want them to see, in the layout you prefer.
How to use it
- Open Online Payments and go to Invoice templates.
- Edit a template, or create a new one.
- Arrange the sections and check the preview.
- Set the template you want as the default.