After you've added all applicable items to your invoice in the Builder, you can use the Invoice Designer to select the template that should be used and add any other details.
Features Below Available To: ✅ Grow Plan ✅ Track Plan ❌ Free Plan
Invoice design settings are determined by the template applied to the project.
To make any changes, you’ll need to update the associated template or create a new one. Keep in mind that once a template has been used in an invoice, it can no longer be edited.
Learn more about creating Invoice Templates
Click the drop-down at the top-left of the Invoice Layout to select a saved invoice layout, create a new template based on the last invoice, or start a brand-new invoice template.
If a new template is created, it will automatically be set as the default in the Designer view.
After selecting a template, drag and drop (or browse) any PDF files that should be attached to the invoice.
Any appendix attachments selected during invoice creation will automatically be included at the bottom of the final invoice. This allows any supporting documentation or additional reference materials to be shared alongside the invoice in a single document.
Understanding the Different Parts of the Invoice Designer
By familiarizing yourself with these sections, you’ll be able to customize your invoices more efficiently and ensure they are tailored to meet your firm’s needs.
Issue Date - This is a mandatory field, the date that you are issuing the invoice.
Terms - the agreed-upon terms for payment will automatically adjust your Due Date.
Due Upon Receipt - the invoice is due upon receipt.
Net [#] - the invoice is due in XX number of days.
Net 15, Net 30, etc.
Pay When Paid - the invoice does not have a due date.
Due Date - the date on which payment is due.
Services Through - the timeframe that includes the services that you're invoicing.
Click Hide if this information should not be displayed in the invoice.
Invoice Number - the invoice number based on the next available number in the sequence for the specific project.
Reference Number - an optional field that can be used for Customer ID or other numbers used for internal tracking purposes. If this field is used, it will auto-populate the same number into future invoices. This field can also be used for PO numbers, which can be especially helpful if the PO number for a project remains the same throughout its life.
Bill to - The person or company that is being charged for the invoice. It typically includes the client’s name and billing address, indicating who is responsible for making the payment. Click Don't show contact name if this information should not be displayed.
Note - an optional field for including any introduction, summary, or other notes regarding the charges. (Max 1000 characters).
Invoice total - The total amount for the invoice the client will see for the specific invoice.
Footer - an optional field (located at the very bottom of the invoice), we suggest adding any payment terms or any company boilerplate information.
Scroll down to view all invoice details. You’ll see that the information entered in the Invoice Builder is organized into sections accordingly. The tax amount appears at the bottom, along with a breakdown of which items the tax has been applied to.
NOTE: When enabled in the invoice template, the time log and expense details will only appear in the 'Preview' tab of the Invoice Builder, not in the 'Designer' tab.
📚 To learn more about the display options for Consultants within phases and how they appear on an invoice, click here.
Next Steps for Invoice Creation
You’ve finished designing your invoice—now what? Next, preview how your invoice will appear to your client and make any final adjustments, including your payment options, before marking it as open and sending it out.