Add Invoice Themes

The Add Invoice Themes feature allows account owners and administrators to customize the appearance of invoices to reflect their business branding and preferences. By configuring invoice themes, users can ensure a professional and consistent presentation that aligns with their company’s image. With options to select layout, type, and color, this tool provides the flexibility to create tailored invoice templates for various business needs, streamlining invoicing processes and enhancing client communication.

Prerequisites: Account owners and those with administrator access.

Instructions

1. From the main Dashboard, click the Administration tab.
   
   
   
   
   
   
2. You will enter the Administration Dashboard.
   
   
   
   
   
   
3. Click on Financial Settings.
   
   
   
   
   
   
4. Click Invoice Themes from the expanded Financial Settings tab to enter the Manage Invoice Themes page.
   
   
   
   
   
   
5. Click the blue Add Invoice Theme button to enter the New Invoice Theme page.
   
   
   
   
   
   
6. Give it a Theme Title, Choose pre-set Theme Layout and Theme Type, as well as choose a Theme Colour.
   
   
   
   
7. Once complete, click Save.
   
   
   
   
8. You should then be taken back to the Manage Invoice Themes page where you will now see your new invoice theme.