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Customize an invoice's design

How to get your invoice to match your business's branding and show/hide specific fields.

Updated over 2 months ago

An invoice's designs should be set up to match your overall company branding.

  1. While building your invoice, select the invoice block

  2. In the settings sidebar, select Design

  3. From here, customize the design

  4. When you're happy with the design, continue building your invoice


Edit the color and layout

As with any smart file, you’ll be able to adjust the basic color & layout of the block—background color, background color opacity, and padding.

You can also toggle the column appearance between Plain (white background) or Theme Color (background will pull the Highlight Color from your theme).


Show or hide invoice header fields

Under this section, select which areas should be visible to your clients. You can adjust the visibility of the following areas:

  • Company logo (set under your Company Settings)

  • Company details (set under your Company Settings)

  • Invoice title

  • Bill to (recipient name)

  • Purchase order (PO number)

  • Project details

📚 Tip

You can also edit the text that appears in these areas by clicking directly into the corresponding field in the invoice block.


Show or hide columns in the invoice

Next, select what invoice columns should be visible to your clients:

  • Package & item images

  • Quantity & unit price

  • Unit

  • Tax

📣 Note

To make changes to the quantity, price, or tax settings of items, keep the corresponding columns toggled on until you have finished editing. Even when the columns are toggled off, the totals will still reflect the quantities, prices, and taxes you have set. However, your clients will not be able to see the toggled-off columns.

If you want to add additional taxes or fees, you must first do so in the invoice settings section. After that, you can enable the charge for specific items and toggle the column off again if needed.

Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!

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