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Using the Invoice Theme Designer

Customize your invoices to match your brand, so your customers instantly recognize your company.

Click on the Invoice Theme Designer under the Invoicing section of your account to edit the design and colors of your invoices or customize the content. You can also access the theme designer under Settings and Theme Designers.

Click on the X located on the top of the design panel to close the theme designer. Click on the Palette Icon to re-open the theme designer.

To edit a specific section of your invoice simply hover your mouse over the section to activate the edit option. Click on the Pen Icon to edit the information or the Trash Can icon to delete the content.

Content

Use the content options in the Theme Designer to include all of your important business information. The content options are accessible from the right-hand side of your screen.

Logo
Click on Browse to upload a copy of your logo. Merchant Information
Use the radio buttons to select what details you want to be included on your invoice. Invoice Header
If you would like to display a header and subheading on your invoice, you can enter this information here. As you type, you can preview what the content looks like in your invoice and make adjustments as needed. Invoice Information
Toggle the radio buttons On or Off to add or remove information from the invoice. Invoice Details
Toggle the radio buttons On or Off to add or remove details from the invoice. Billing Information
Toggle the radio buttons On or Off to add or remove billing information from the invoice. Shipping Information
Toggle the radio buttons On or Off to add or remove shipping information from the invoice. Invoice Footer
You can customize your footer message to thank your customers for their business or to add any other closing message you would like.

Design

The design tab in the Invoice Theme Designer lets you customize the colors on your invoice and change the fonts used for your headers and text boxes. As you click through and change the color or font options, the changes will be reflected in the example invoice on your screen.

Related Articles

An Overview of Helcim Invoicing
What Types of Invoices Can I Create?
Creating an Invoice
Editing an Invoice
Viewing Invoice Transactions and Adding Notes
Existing Invoice Actions (View, Print, Create, Email, Duplicate, Email Due Reminder)
Managing Due Invoices
How to Process a Payment for an Invoice
How to Import or Export Invoices

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