Invoice themes determine the look of your invoice PDF, for example, you can add a logo, payment advice text, change fonts, change table colours and a whole lot more.
When creating a new invoice you can select an invoice theme or use the options as explained below to set a default.
We have created numerous themes for you to choose from on the Settings > Configure system > Invoice Themes menu.
You can also preview an invoice theme by clicking on the image
Using the 'Options' icon, you can 'Preview' the theme to view what it looks like; 'Set as Default' so that all invoices created going forward default to this theme; 'Apply to all' so that all existing invoices are updated to this theme and finally 'Duplicate and edit' to replicate our theme and save as in the 'My Themes' section.
To apply a logo to a built-in theme, head to the Settings > Organisation > Details & Tax > Logo menu, and upload an image here.
You can create your own themes on the Settings > Configure system > Invoice Themes menu by clicking on the 'Create invoice theme' button or by copying a theme (using the 'Duplicate and edit' option on any theme of your choice).
You can then use our basic tools to adjust the way the theme will look or you can use our advanced styling tool to edit the CSS and make more advanced changes. When you 'Duplicate and edit' a built-in theme, the styling is fixed to advanced.
Clicking on the options icon beside your own theme will allow you to do the following: 'Preview' view what your invoice will look like; 'Set as Default' all invoices created going forward default to this theme; 'Apply to existing invoices' all existing invoices are updated to use this theme; 'Edit' allows you to make further changes to the theme; 'Duplicate and edit' to replicate your theme; and 'Delete' which will permanently remove your theme.
The default theme is the theme that gets applied each time you create a new invoice. There can only be 1 default theme which you can select from either the 'My Themes' or 'Built-in Themes' lists. The default theme is represented visually with a blue background and tick at the top right corner.