Every piece of communication your business sends out should reflect your branding. Even the humble invoice can be a great tool to remind your customers who you are and what you stand for. Invoice2go gives you a number of ways to customize your invoice template, and to make it your own. Here you’ll learn more about how to design an invoice using Invoice2go’s flexible templates, how to create or use an existing business logo, and how to make other tweaks along the way. Because even when it comes to something as simple as an invoice, one size never fits all.

 

Shake things up with an invoice template style

Say goodbye to boring invoice templates. Invoice2go gives you various options to style your invoice template to be modern, creative, traditional or anything in between. You can change up the color, or add a banner or watermark to the background. To get started:

  1. Go to Settings and tap on Customize invoice.
  2. Select Design and swipe through the template styles and select the one you like.
  3. Tap on Color and swipe to find your pick.
  4. Then tap on Banner and Watermark to select your desired finishing touches.

invoice2go choose invoice template

Add a company logo to your invoice

A logo plays an important role in representing your business and how you’re recognized by your customers and other businesses. If you have a logo for your business, you can easily add it to your invoice template. If you don’t, you can still make your mark by designing your own with Invoice2go’s logo wizard.

To upload your own logo

  1. Go to Settings and tap on Customize invoice.
  2. Tap Add a logo
  3. Select Choose from photos to select your own logo from your photos or Take a photo to take a new photo of the logo you would like to use. You can crop or rotate your logo after attaching it.
  4. Tap on Next for options to resize and position the logo.
  5. Once done, tap on Save and your logo is now on your invoice and ready to go.

Creating a logo from scratch

To create your own logo from scratch, it’s really simple.

  1. Go to Settings and tap on Customize invoice.
  2. Tap Design a logo
  3. Select an image that best represents your business and industry. Tap Confirm.
  4. Crop, resize and position the logo to your desired look. Tap Save.

invoice2go add invoice logo

Display or hide various invoice options

You can also tailor your invoice template by displaying or hiding various invoice options. Let’s say you have an inventory business. You can show product code, or even display shipping fields like shipping amount and date. And you can hide fields that aren’t relevant to your business. Your customers would likely agree: the fewer complications the better.

  1. Go to Settings and tap on Customize invoice.
  2. Tap Options
  3. Scroll through the options at the bottom of the screen and set the toggle button to On for anything you want to display.
  4. To hide product codes or shipping fields on your invoice, set the toggle button to Off.

invoice2go change invoice options

 

Attach a photo to showcase your work

There’s no better way to communicate your work than to send your client a photo of a job well done. Take full advantage of the ability to attach a photo to each individual invoice. Whether you’re a dog walker and it’s a snap of the happy pup or you run a landscaping business and want to show off the finished product, it can make all the difference to your customer.

  1. Open an invoice and scroll down to the Attach photos paperclip.
  2. Select the Camera and snap away or select a photo from your phone. You can attach up to 10 photos.
  3. Tap on Attachment # to edit the caption or add a description.
  4. Tap on Done.

Now you’re equipped to fully customize your invoice template, so you can always put a consistent, professional foot forward, and help your business stand out from the crowd.