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Templates and Design
| Template | Looks like |
|---|---|
| Standard | The invoices and receipts payment platforms send: title and details top left, wordmark top right, the amount as a headline, quantity and unit price columns, totals on the right |
| Studio | Wordmark top left, a large title, labels in your accent colour, a clean item list |
| Ledger | Heavy rules, a spaced uppercase title, monospace amounts |
| Bold | A dark masthead with your wordmark in white and an extra-large title |
Click a template on Design, or drag it onto the page. The choice is saved to your profile.
Accent colour is used for the wordmark ending, labels and the amount due. Text colour is used for everything else. Type a hex code or use the picker.
The page is made of blocks: header, title and date, from and to, items and totals, payment history, notes and footer. On Design, drag a block to move it, use the arrows on a phone, or untick it to hide it. Reset order puts them back.
On Details → Notes, drag a placeholder into a note or click it to insert it at the cursor. It fills in on the page.
| Placeholder | Becomes |
|---|---|
{client} |
The client's name |
{project} |
The project |
{invoice} |
The invoice number |
{date} / {due}
|
The issue date / due date |
{total} / {balance}
|
The total / balance due, with currency |
{name} / {email} / {phone}
|
Your details |
Example: Bank transfer to {name}. Please quote {invoice}.