Invoice design and branding
The Invoice Design page lets you control how your customer-facing invoices look — the template layout, your logo, the font, and your brand colours. You set it up once, and every new invoice (and credit note) you create uses it.
Before you begin
- Anyone in your organisation can open Invoice Design and see the current design.
- Only an Owner or Admin can change it. If you have another role, you will see the design and a note that only owners and administrators can edit it.
- You do not need to finish designing before you start invoicing — new organisations begin with a sensible default design.
Open the Invoice Design page
Go to Settings → Invoice Design. (There is a Back to settings link at the top if you need to return.)
The page is split into two halves:
- On the left — the controls: Template, Logo, Font & colours, and Template options, followed by the action buttons.
- On the right — a live Preview that shows exactly what your invoice PDF will look like.
[Screenshot required: Invoice Design page showing the template cards and controls on the left and the PDF preview on the right]
What you can change
| Section | What it does |
|---|---|
| Template | The overall layout, shown as a set of cards. Select one to stage it. See Choose a template and colours. |
| Logo | Upload your organisation logo. See Upload your logo. |
| Font & colours | Pick a font and set your Primary colour and Secondary colour. |
| Template options | Extra switches offered by the selected template (for example, show or hide certain details). Some templates have none. |
Saving your design
Nothing you change takes effect until you save.
- Adjust the template, logo, font, colours, and options. The preview refreshes a moment after each change.
- When you are happy, select Save changes.
- You will see the confirmation "Invoice design saved. New invoices will use this design."
Other actions on the page:
- Discard changes — undo your unsaved edits and return to the last saved design.
- Download test PDF — download a sample invoice using your current (unsaved) settings, so you can check it in full.
- Reset to default — return the whole design to the Sales Scribe system default (you will be asked to confirm).
Note: Saving only affects invoices you create from now on. Invoices you have already issued keep the design they were issued with — see How branding is applied and preserved.
What happens next
- New draft invoices use your saved design straight away.
- Credit notes use the same design, captured at the moment each one is issued.
- Your logo and primary colour also appear on the emails you send and on the online page your customer views.
Important notes
- Design is presentation only. It never changes invoice numbers, dates, amounts, tax, or your accounts.
- If you are not an Owner or Admin, the editing controls are hidden and you can view the design only.