---
title: "Customize your invoices"
slug: "customize-your-helcim-invoice"
description: "Make Helcim invoices reflect your brand. Guide to customizing logo, colors, fonts, fields & settings using the Invoice Theme Designer."
updated: 2026-10-14T16:38:29Z
published: 2026-10-14T16:38:29Z
canonical: "learn.helcim.com/customize-your-helcim-invoice"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://learn.helcim.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customize your invoices

Want your invoices to reflect your brand and make a lasting impression? Helcim Invoicing gives you the power to personalize your invoice template to match your unique style and business needs.

---

**In this article**

- [Opening the Invoice Theme Designer](/v1/docs/customize-your-helcim-invoice#opening-the-invoice-theme-designer)
- [Using the Content tab](/v1/docs/customize-your-helcim-invoice#using-the-content-tab)
- [Using the Design tab](/v1/docs/customize-your-helcim-invoice#using-the-design-tab)
- [Next steps](/v1/docs/customize-your-helcim-invoice#next-steps)
- [FAQs](/v1/docs/customize-your-helcim-invoice#faq-troubleshooting)

---

## Opening the Invoice Theme Designer

---

The Invoice Theme Designer helps customize the look and feel of your invoices.

You can access it by opening the **Branding** section in your settings page.

1. Select **All Tools** and then **Settings**.
2. Select **Branding** from the left-side menu.
3. Select the **Invoice** tab from the top.

From there, you’ll see two tabs that you can explore:

- **Content:** for changing which sections and fields on the invoice are included, and changing any default messages
- **Design:** for changing the theme of the invoice, including colour, logo, and fonts

![How to access the invoice designer in the Helcim settings page.](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/invoice-tab-branding.png)

## Using the Content tab

---

Use the **Content** tab to choose which fields you want to include or remove from your invoices.

To edit a section:

1. Select the tile to open it (e.g. Invoice details).
2. Use the provided toggles to determine whether the section is visible.
3. Use any provided text fields, radio buttons, or dropdowns to change how the section appears.
4. Click **Save** in the top-right corner to save your changes.

| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/chat.png) | For instance, in the Invoice details section, you can toggle fields like ‘Created by’, ‘Issued on’, ‘Payment terms’, and more. |
| --- | --- |

Here are some tips for editing the specific sections in the Content tab. Click on an option to reveal more.

---

### Header

Add a personal touch by including a custom message at the top of your invoice.

Enter a **Title** for your header and your desired message in the **Content** box.

![The header section in the Helcim invoice content designer](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/invoice-header.png)

---

### Invoice details

Using the toggles, choose whether the following fields are visible in the top-left of the invoice.

- Created by
- Issued on
- Payment terms
- PO#

**Tip:** You can also change the words ‘Payment terms’ to ‘Due date’ if you prefer.

![The invoice details section in the Helcim invoice content designer](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/invoice-details(1).png)

---

### Custom field

Need to add specific information to your invoices? Create custom fields to capture unique data points relevant to your business.

1. Make sure the **Show custom fields** toggle is on.
2. Click on **Add field**.
3. Enter the a name, type, and default value for the custom field in the pop-up window.
4. The field type can either be a textbox, or a set of options to select on each invoice.
5. For the Dropdown or Radio Button options, type your options under **Values**, hitting enter each time.
6. Check the **Make field required** box to make it mandatory.
7. Click **Save**.

![The custom fields section in the Helcim invoice content designer](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/custom-fields.png)

![The new custom field modal in the Helcim invoice designer](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/new-custom-field-modal(1).png)

---

### Customer information

Choose how you refer to customers on the invoice.

1. Turn on the **Customer Information** toggle to make the section visible.
2. Select an option for which term is used above the customer’s name (customer, client, patient, account).

![The customer information section in the Helcim invoice content designer](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/customer-information-field.png)

---

### Billing and shipping information

Choose whether the following fields are visible under Customer (top-right), for both billing and shipping:

- Contact name
- Business name
- Address
- Telephone
- Email

![The billing and shipping information fields in the Helcim invoice content designer](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/billing-shipping-info.png)

---

### Order item information

Change how your items (products or services) are displayed on your invoice.

1. Choose the preferred name for the dollar amount of the item (e.g. price, fee, charge, cost)
2. Toggle **Show SKU** to reveal the the stock keeping unit (SKU) under the product name.

![The order item information section in the Helcim invoice content designer](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/order-item-information.png)

---

### Totals

Choose whether the following line-entries are shown above the invoice Total (bottom-left):

- Discount
- Shipping
- Tax
- Tax amount breakdown (a dollar amount next to each individual tax percentage)
- Tips

![The totals section in the Helcim invoice content designer](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/totals-fields.png)

| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/pencil-white.png) | The ‘Convenience Fee’ field will only show on your invoice if you’ve enabled surcharging with the [Helcim Fee Saver.](/v1/docs/helcim-fee-saver) |
| --- | --- |

---

### Footer

Include a closing message at the bottom of your invoice.

Enter a **Title** for your footer and your desired message in the **Content** box.

![The footer section in the Helcim invoice content designer](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/footer-field-invoice(1).png)

---

### **Business information**

Choose which of your business details you want to display in the footer of your invoice.

Use the toggle buttons to select which details you want to include.

![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/business-information.png)

## Using the Design tab

---

Click on the Design tab to adjust the look of your invoice.

1. In the **Logo** tile, select **Upload** your company logo.
2. Click the **Palette** icon to change the **Theme color** to match your brand.
3. Click the **Aa** icon to select a font for the invoice text.
4. Click **Save** in the top-right corner to save your changes.

| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/pencil-white.png) | **Tip:** For best results, upload your logo as a .png file under 500MB. |
| --- | --- |

![The design tab within the Helcim invoice branding designer.](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/design-tab-invoice.png)

## Next steps

---

Now that you’ve made your invoice template look and feel the way you like, it’s time to create one to send to a customer.

| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/cursor.png) | Check out our next article on [creating an invoice](https://learn.helcim.com/docs/create-a-helcim-invoice). |
| --- | --- |

---

### FAQ & troubleshooting

**Can I change the design of my invoices after I've already sent them out?**

You can update the design of your invoices at any time. The changes made will reflect on:

- Future invoices you generate
- Saved invoices

PDF copies of invoices that were sent to your customers won’t update automatically.

**Can I create different invoice designs for different customers or types of invoices?**

Currently, Helcim Invoicing only supports one default invoice design for all customers and invoice types.

**What if I need to add a field to my invoices that's not available in the Invoice Theme Designer?**

You can use the Custom Fields feature to add any additional fields that you need to your invoices.

**Can I revert back to the original invoice design if I don't like my changes?**

Yes, you can revert back to the original invoice design by hitting **Reset** on the Invoice Theme Designer.