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You can customize your invoice templates to have your company’s look and feel (including adding your company’s logo). You can also use merge fields to display only the billing and payments information you want your customers to see. The template file and settings for the system default template depend on whether you have uploaded any custom invoice templates. Always look professional with our custom invoice templates. Once you download the template, it’s yours to customize any way you want.
- Here’s an example of how these custom labels look on your invoices and estimates.
- Firstly, install and activate the plugin into your WooCommerce store.
- By default, an invoice template is already created in this section.
- This Portable Document Format lets you send invoices the way they were originally created even after you convert them to PDF.
- The title in both sections will set a default title for each of your invoices and estimates respectively.
Customizing Invoice Title 7.6 and earlier requires you to download additional files in order to change to the alternate font. In WHMCS 7.7 and later, WHMCS ships with all required files. The standard font may not support certain special characters. WHMCS supplies an alternative font type that supports languages that require these characters .
Invoice Customization with Templates
From the upper right corner of the customizer header, click on the three lines. From the upper left corner of the customizer window, click on Change layout. At any point in your customization, you can switch between the layout of your template. The selected layout will then be available for further customizations. Select the asset from the list and drag it to an empty row of the preview pane.
You can make necessary changes to the editor and click on the Apply changes button. To delete previously saved template, go to ‘My template’ section. The chosen template will be active and can be used for generating documents. From the upper right corner of the customizer window, click on the three lines. Access all the saved templates from the ‘My templates’ section for later use. Note that all the unsaved changes will be lost upon switching to a new layout.
Edit the invoice template
The https://quick-bookkeeping.net/ template that is used for a particular customer is defined in that customer’s profile. This allows you to easily change the default template without having to update all your customer profiles each time. Select your customization preferences from the options pane. You can also add special sections, including legal disclaimers, a remittance tear-off sheet or notes to customers.
For example, if your business is named Rocket Rides, you might set the prefix to RKTRIDE. With Chargebee’s subscription billing platform you deliver enterprise-class security and compliance to your customers through every interaction. If the problem persists, download and install “dejavusans” using the steps above. The dejavusans font pack includes additional characters and is more likely to contain the characters you need. During template processing, Smarty will provide each of these files with the same variables that it provides to quotepdf.tpl. Templates/invoicepdf.tpl controls the PDF version of the invoice.
Undo/Redo buttons
On line 10, adjust the last number before the closing bracket ();). The logo on PDF invoices and quotes is in the /assets/img/ folder. To change this logo, upload the required logo to the /assets/img/ folder. You can cause a header or footer to automatically repeat on every page of a multi-page PDF invoice or quote by updating the header and footer templates.
Send invoices over email, text message, or with a shareable link from your phone or computer. Let your customers pay by card, ACH bank transfer, Google Pay, or Apple Pay. Make the right impression with custom, professional invoices you can send to your customers in minutes. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation.