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.

Watch the walkthrough

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Choose the look once. Every new invoice starts from it. · Open in a new tab

1Open Settings, Billing & Subscription, then Invoice Design.
2Choose your default template (Classic / Clean, Modern Centered, or Bold Colored Header) and font.
3Set the accent color, subtitle, and Tax ID, and toggle whether the logo, contact info, and terms footer appear.
4Choose which columns print on the line items. Job #, PO # and Bill to start switched off. Job # is available once you have turned job numbers on. PO # and Bill to print once under the customer's name when every job on the invoice shares the same value, and as a column when they differ.
5To keep the assignment time off travel time lines, untick "Time on travel lines". It is greyed out while "Assignment time" is off. Mileage lines never show the assignment time.
6Click "Save defaults" to store these as your agency-wide default.
7Alternatively, set up a look inside the invoice builder and click Save as agency default to capture it.

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.
If you never set a subtitle, invoices print the standard "Professional Interpreting Services". Save your own here to replace it everywhere.

If this article didn't solve it, submit a ticket and the OneTerp team will follow up.