Finance

How to change invoice template?

Updated March 30, 2026
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To change the invoice template follow these steps:

1. Go to the Finance option on the right side of the toolbar.

2 . Then click on ' Invoices' from the list.

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3. After that click on the 'invoice settings' to the top left side, it will take you to the invoice templates.

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4. You will find the finance settings with templates, choose the template. 

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5. Get started

The other way is:

1. Go to the invoice settings.

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2. Then open Finance settings from the list.

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3. Choose the templates.

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