Design the invoice page your clients see, and track changes with change orders

Design the invoice page your clients open

Pick a template and palette for the page clients see when they open an invoice link, then fine-tune the typeface, logo size, document title (for example Tax invoice) and the language of the page labels. A live preview shows the result before you save.

Add optional extras such as a scan-to-pay QR code, a print button and a due date countdown. You can also give a single invoice its own template and palette from the invoice editor.

• Template, palette, typeface and logo size
• Scan-to-pay QR code, print button, due date countdown
• Different design for a single invoice
• Reset to defaults any time

Where to find it

1. Settings
2. Invoices
3. Document themes

Open in the app →

Plans

Every plan

Learn more

PDF and document customizationInvoices

Change orders for accepted proposals and paid invoices

Once a proposal is accepted, or a deposit or payment comes in, its items and prices lock, and a banner explains why. To change it, create a numbered change order that shows exactly what changed.

The original and every approved change are kept, so you always have a record of what was agreed. Owners can also choose to lock invoices as soon as they are sent. Starting a change order needs Specialist or higher; existing ones stay readable on every plan.

Where to find it

1. Open a locked proposal or invoice
2. Change order

Open in the app →

Plans

Specialist and up

Learn more

Change ordersProposals