Customize Invoice Layouts

October 10, 20251 min read

Your invoices are more than just simple payment slips; they serve as a touchpoint with your customers that can leave a lasting impression of your brand. So, we’ve added the option to customize them, helping you create an invoice that builds credibility, reinforces your brand, and makes a stronger impression. Let’s learn how!

⭐️ How To Customize Your Invoice Layouts?

  1. First, head to the Invoices & Estimates tab inside the Payments section and click the Settings option.

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  2. Switch to the Title, Terms, and Layout section.

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  3. Under Invoice Layout, click Customize Layout.

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  4. Use the right-side section to customize the Invoice, and once you are satisfied with your changes, press Save changes.

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⭐️Why Is This Feature Beneficial To Your Company?

  • Tailor-Made Invoices: Add or remove fields to fit your specific expectations and easily fulfill customer requests for personalized invoices.

  • Enriched Branding: Maintain brand consistency by aligning invoices with company colors, tone, and design using the native invoice builder.

  • Increased Trust: Create a polished and well-designed invoice that shows clients that your business is detail-oriented and organized, building trust and reinforcing your business's established image.

This added customization will help you make your invoices stand out, creating a complete experience for customers that lets them know their business is in capable hands. We hope you enjoy it.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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