For agencies💵 Billing & Payouts

Set your invoice house style

Choose a default invoice template, font, color, and visibility toggles once so every new invoice inherits your branding.

Set your invoice look in one place and every new invoice will start from it, keeping your billing consistent across PDF, print, preview, and history.

Step by step

  1. 1Open agency settings and go to Billing, then Invoice Design.
  2. 2Choose your default template (classic, modern, or bold) and font.
  3. 3Set the accent color, subtitle, and Tax ID, and toggle whether the logo, contact info, and terms footer appear.
  4. 4Save the card to store these as your agency-wide default.
  5. 5Alternatively, set up a look inside the invoice builder and click Save as agency default to capture it.

Tips

  • New invoices seed from this default; reopening an older invoice keeps that invoice's own saved design.
  • The same saved design flows to the PDF, print view, live preview, and invoice history, so they always match.

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