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

• Using the Content tab

• Using the Design tab

• Next steps

• FAQs

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

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.

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.

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.

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.

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).

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

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.

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

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.

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.

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.

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.