Customize Invoice Layouts

Customize Invoice Layouts

October 02, 20251 min read

Your invoices are more than just simple payment slips; they serve as a touchpoint with your customers that can leave a lasting impression of your brand. So, we’ve added the option to customize them, helping you create an invoice that builds credibility, reinforces your brand, and makes a stronger impression. Let’s learn how!

⭐️ How To Customize Your Invoice Layouts?

  1. First, head to the Invoices & Estimates tab inside the Payments section and click the Settings option.

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  2. Switch to the Title, Terms, and Layout section.

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  3. Under Invoice Layout, click Customize Layout.

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  4. Use the right-side section to customize the Invoice, and once you are satisfied with your changes, press Save changes.

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⭐️Why Is This Feature Beneficial To Your Company?

  • Tailor-Made Invoices: Add or remove fields to fit your specific expectations and easily fulfill customer requests for personalized invoices.

  • Enriched Branding: Maintain brand consistency by aligning invoices with company colors, tone, and design using the native invoice builder.

  • Increased Trust: Create a polished and well-designed invoice that shows clients that your business is detail-oriented and organized, building trust and reinforcing your business's established image.

This added customization will help you make your invoices stand out, creating a complete experience for customers that lets them know their business is in capable hands. We hope you enjoy it.

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. 

Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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