Invoice Branding & Customization
Design invoices that reflect your business identity and leave a professional impression on every client.
Uploading Your Company Logo
Adding a logo to your invoices is the fastest way to establish credibility. BizBooks Pro places your logo in the header area of every invoice, estimate, and receipt you generate.
- Navigate to Settings and open Invoice Branding
- Click the Upload Logo button
- Select an image file (PNG, JPG, or SVG accepted)
- The preview updates immediately so you can verify placement
Setting Brand Colors
Your invoices should match the rest of your business materials. BizBooks Pro provides two color settings that apply across headers, borders, totals, and accent elements on your documents.
- Primary Color: Applied to the invoice header, section titles, and key labels. Use your main brand color here.
- Accent Color: Applied to highlights, total amounts, and decorative borders. Choose a complementary shade.
Enter a hex code directly (e.g., #2563eb) or use the built-in color picker to select your preferred shade visually.
Choosing an Invoice Template
BizBooks Pro includes four professionally designed layouts. Each arranges the same billing information in a distinct visual style, so you can pick the one that best suits your industry and audience.
| Template | Style | Best For |
|---|---|---|
| Modern | Open layout with ample whitespace and clean typography | Tech companies, agencies, startups |
| Classic | Traditional structure with familiar column alignment | Law firms, consultancies, established businesses |
| Minimal | Pared-down design that emphasizes essentials only | Freelancers, solopreneurs, creative professionals |
| Bold | Prominent headings and strong color blocks | Construction, trades, retail businesses |
To switch templates, go to Settings → Invoice Branding and click on the layout you prefer. A live preview shows the result before you save.
Controlling Detail Visibility
Not every invoice needs to display your full company profile. BizBooks Pro allows you to toggle individual fields so only relevant information appears on the printed document.
- Phone Number: Show or hide your business phone
- Email Address: Show or hide your contact email
- Tax ID / VAT Number: Required in some jurisdictions, optional in others
- Company Registration Number: Toggle for businesses that need this on official documents
- Website URL: Include your web address for brand visibility
Each toggle takes effect immediately on all future invoices. Previously generated PDFs remain unchanged.
Custom Text Fields
The messaging on your invoices communicates expectations and builds rapport. BizBooks Pro gives you dedicated fields to personalize the text that appears at the bottom of every document.
Payment Instructions
Tell your clients exactly how to pay. Include bank transfer details, accepted payment methods, or a link to your online payment portal.
Terms & Conditions
Define your standard payment terms (Net 15, Net 30, Net 60), late fee policies, and any service-specific conditions. This text prints on every invoice you create.
Thank-You Message
End each invoice with a personal touch. A short thank-you note, your company motto, or a seasonal greeting adds warmth to a financial document.
Footer Notes
Use the footer for legal disclaimers, refund policies, or regulatory notices that your industry requires on billing documents.
Per-Company Branding
If you operate multiple businesses within BizBooks Pro, each company maintains its own independent branding configuration. Logo, colors, template selection, visibility toggles, and custom text are all scoped to the active company. Switching companies loads that company's branding settings automatically.