A well-designed invoice does more than request money - it reassures the customer that you run a proper operation. Here's the ten-minute checklist.
1. Your logo, front and centre
A crisp logo at the top instantly makes the document yours. Use a square PNG/JPG with a little padding - no stretched versions, no tiny watermarks.
2. A single accent colour
Pick the colour from your branding and use it sparingly: the document title, the table rule, and the totals bar. One accent colour reads as deliberate design; five rainbows read as chaos.
3. Real contact details
Your phone, email and website belong on the invoice. A customer who can't reach you is a customer who delays payment.
4. Your bank details, clearly
For EFT-paying customers, the bank name, account number, branch code and a payment reference belong on the invoice itself - ideally in a boxed "banking details" block so it can't be missed.
5. A footer with substance
A short footer - registration number, VAT number, or a friendly line - fills the page and adds legitimacy. Blank space at the bottom looks unfinished.
On Pro and Business plans you can upload your logo, set your accent colour, add a website link and a custom footer - all applied automatically to invoices, estimates and credit notes.