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

# Invoice Templates

> Customize how your invoices look.

Your invoice is often the last impression a client has of a project. A professional-looking invoice reinforces that you're a professional business. A generic one... doesn't hurt, but doesn't help either.

Customize your invoices to match your brand. Add your logo, pick your colors, choose a layout that fits your style.

## Template settings

Go to **Settings → Invoicing → Templates** to customize:

| Element | What you can change         |
| ------- | --------------------------- |
| Logo    | Your company logo           |
| Colors  | Primary and accent colors   |
| Font    | System, Inter, or custom    |
| Layout  | Classic, modern, or minimal |
| Footer  | Custom footer text          |

## Adding your logo

### Upload

1. Go to template settings
2. Click **Upload Logo**
3. Select image file (PNG, JPG, or SVG)
4. Position it: left, center, or right

### What works best

* Recommended size: 300×100 pixels
* Max file size: 2MB
* Transparent background looks more polished

## Colors

### Primary color

Shows up in:

* Invoice header
* Total section
* Payment button

### Accent color

Shows up in:

* Links
* Highlights
* Secondary elements

Enter hex codes or use the color picker. Match your website or brand guidelines.

## Layout options

### Classic

Traditional professional layout:

* Logo top left
* Company info top right
* Clean table for line items
* Summary at bottom right

Good for: professional services, B2B, traditional industries

### Modern

Contemporary design:

* Full-width header
* Larger typography
* Card-style line items
* Prominent total

Good for: creative agencies, tech companies, startups

### Minimal

Simple and clean:

* Less visual clutter
* More whitespace
* Focus on the numbers

Good for: anyone who wants invoices to feel effortless

## Custom fields

Add fields that matter for your business:

1. Go to **Template Settings → Custom Fields**
2. Click **Add Field**
3. Enter field name
4. Choose where it appears (header, footer, line item)
5. Save

Common additions:

* Project name
* PO number
* Contract reference
* Custom terms

## Invoice numbering

Customize how invoice numbers are formatted:

| Format        | Example              |
| ------------- | -------------------- |
| Sequential    | INV-0001, INV-0002   |
| Year prefix   | 2025-0001, 2025-0002 |
| Custom prefix | ACME-0001            |
| Date-based    | INV-20250115-001     |

Set in **Settings → Invoicing → Numbering**.

## Footer content

Add text that appears at the bottom of every invoice:

* Payment instructions ("Wire transfers to...")
* Thank you message
* Terms and conditions
* Company registration info

Supports basic formatting (bold, italic, links).

## Multiple templates

Create different templates for different situations:

* **Default** — Standard invoices
* **Retainer** — Monthly retainer billing
* **Project** — Detailed project breakdowns with milestones

### Creating additional templates

1. Go to **Templates**
2. Click **New Template**
3. Configure settings
4. Name it
5. Save

When creating an invoice, pick which template to use.

## Preview before saving

1. Click **Preview**
2. See exactly how the invoice will look
3. Switch between desktop and mobile views
4. Test with sample data

What you see is what your customer sees.

## PDF settings

Configure how PDFs generate:

| Setting      | Options               |
| ------------ | --------------------- |
| Paper size   | Letter, A4            |
| Margins      | Default, narrow, wide |
| Page numbers | On/off                |
| Watermark    | Draft, copy, or none  |

<Card title="Recurring invoices" icon="repeat" href="/features/invoicing/recurring">
  Set up automatic recurring invoices.
</Card>