Build several invoice styles per business. Add your own custom fields like Booking # or PO Number. Customize logo, colors, and fonts per template. Drag and drop where each field appears. Pick the right template per invoice or set one as default.
Start Free TrialStandard accounting software gives every business one invoice template — same layout, same fields, same look. The reality is most businesses send different invoice styles to different customer types. A wholesaler's B2B invoice needs PO numbers and Net 60 terms; a service company's residential invoice needs a Booking # and the technician's name; a designer's invoice should look completely different from a plumber's invoice. Forcing all of them through one template is a compromise that produces second-rate output across the board.
BizBooks Pro removes that ceiling. Create as many invoice templates as you need — one for retail, one for wholesale, one for service visits, one for the high-touch enterprise customer. Each template carries its own custom fields, its own branding (logo, colors, fonts, footer), and its own field layout. Each invoice picks the right template — or accepts your default — and the printed PDF reflects the chosen template precisely.
Open Settings → Invoice Templates and click + New Template. Pick which fields print, add your custom fields, set the branding, design the layout.
Every invoice modal shows a Template dropdown. Pick which one to use (or accept the default). Custom field inputs appear automatically based on the template.
The customer-facing PDF respects every template setting — fields shown, custom field values, branding, layout. Different templates produce visibly different invoices.
Booking #, PO Number, Job Site, Reservation Code — whatever your business needs. Define a custom field once in Settings, then check which templates should include it.
Each template can override the company branding with its own logo, colors, and font. Run "Wholesale Invoice" in bold black with Helvetica; run "Design Services" in cream with Georgia serif. Each style consistent within itself, different between templates.
Decide template-by-template which standard fields print. Hide Class and Location on a service template that doesn't need them. Show Customer Email on B2B, hide it on retail. Sales Rep on/off per template — each setting independent.
Want a field somewhere different on the printed page? Drag it. The layout editor shows six regions (Header Left/Right, From, Bill To, Details, Footer) and 23+ draggable field chips. Drop any chip in any region in any order.
When a template includes the Sales Rep field, the assigned rep's name prints in the Bill To block on the customer PDF. Combined with the Sales Rep system (each rep has name, initials, type, and a default commission percentage), it sets up the commission-tracking features arriving in upcoming releases.
Pick a template on an estimate, fill in its custom fields, convert to an invoice — and the resulting invoice carries the same template, the same field values, and the same sales rep. No re-keying. Same for class, location, and any custom dimension tags on the estimate.
If you send invoices to wholesalers and retail customers both, or you run a service line plus a product line, or your enterprise customers pay differently than your small ones — Invoice Customization lets each relationship get the right invoice style automatically. Set up the templates once, pick the right one per invoice, and BizBooks Pro takes care of the rest.
Unlimited per business. Most companies end up with two to five templates. Each template can apply to invoices, estimates, or both.
Yes — if you never create a template, every invoice prints with the standard BizBooks Pro layout exactly as it always has. Templates are entirely opt-in.
The Branding settings page sets company-wide defaults — your logo, brand colors, footer — applied to every invoice unless overridden. Each Invoice Template can override any of those for itself. Templates without a branding override fall back to the company defaults.
When a template enables a custom field, the invoice form renders an input for that field (text box, date picker, dropdown, or checkbox depending on type). Whatever the user enters becomes the printed value. Header-scope fields print in the Bill To block; line-scope fields print as a column on the line item table.
The line items table is anchored in its own region; the drag-and-drop editor controls placement within the six block-level regions (Header, From, Bill To, Details, Footer) rather than rearranging the line-item table's columns themselves.
Yes. Each template has a kind setting — Invoice only, Estimate only, or Both. Estimates use the same Template dropdown and the same custom field inputs as invoices. The conversion from estimate to invoice carries the template and field values automatically.
Direct duplicate isn't a one-click button yet — for now you create a new template and configure it. The underlying schema supports duplication, so the action may arrive in a future build.
Free 30-day trial. Create your first custom template in five minutes.