Activity logs warning icon The invoice templates are MS Excel files. To customize them, you need to have MS Excel installed.



To customize the invoice print layout, open the invoice and press View Invoice


Customize invoice print layout editor


Next click on the Customize button on the tool bar


Customize invoice print layout preview


In the opened questions press Yes


Customize invoice print layout question



Next MS Excel will open with the invoice template, as bellow:


Customize invoice print layout excel edit


You can customize the template by changing fonts, color and styling. Save and exit MS Excel when you're done. 


You will be able to use the new template each time you View Invoice:


Customize invoice print layout select templat


The custom template names can be renamed from Administration -> Report Templates. Right click on the template to rename, select Rename and enter the the new name.