Customizing Invoice Branding

Make your client’s invoices look like their brand. Customize logo, business details, and messaging, then preview exactly what customers will see before your client sends.


How to Customize Your Invoice

After creating an invoice and clicking Review, you’ll land on the invoice preview screen. From here, you can tailor the branding and message to match your client’s style—ensuring every invoice looks polished and professional.

Update the invoice's visual style to reflect your client’s brand:

  • Memo — Add a personalized note or instructions for the customer. This will appear in both the invoice email and the payment link preview.

  • Background Color — Choose from preset color swatches.

  • Cover Image — Select a visual header from available options.

  • Logo & Company Details — To update the logo, company name, email, or address, go to Settings → Invoices.

  • Once everything looks right, click Create without Sending to save the draft for your client to send.


How to Preview the Customer View

On the Review screen of an invoice:

  1. After updating the Branding and Memo, click Preview.

  2. Review how the invoice will appear to the customer in the payment link or email.

If something looks off, go back and adjust the Branding or update company details from Settings → Invoices.


Frequently Asked Questions

chevron-rightDoes changing branding update past invoices?hashtag

Branding changes apply to future invoices. Previously sent invoices typically keep the branding they had at the time they were created and sent.

chevron-rightCan my client change their branding?hashtag

Yes. Clients can adjust their own company details and branding where they have access. Your drafts will reflect those changes the next time you create an invoice.

chevron-rightHow do I change the logo or address on an invoice?hashtag

To change the logo, company name, email, or address shown on invoices:

  1. Go to Settings → Invoices.

  2. Upload or update your company logo.

  3. Edit your company's name, contact email, and billing address.

  4. Changes will automatically reflect on all future invoices.

chevron-rightCan I change the Invoice number? hashtag

Digits automatically generates invoice numbers, but you can edit invoices individually or set your own custom numbering format in Settings → Invoices.


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