BestInvoicing.com
  • Welcome
  • Tutorial 1: The Basics
    • 1. Create an Account
    • 2. Create a Customer
    • 3. Create a Product
    • 4. Create an Invoice
    • 5. Configure the Layout
    • 6. Payment Follow-up
    • 7. Let's Roll
  • Tutorial 2: Automate to Save Time
  • Tutorial 3: Process your Purchases
  • BASIC MODULES
    • Customers
    • Products
      • How Can I Update My Product List (e.g. Price Changes)?
    • Proposals
    • Invoices
    • Credit Notes
    • Payments
      • Incoming Payments
      • Outgoing Payments (Purchases)
  • APPS - INTEGRATIONS
    • ! Activating Apps and Integrations
      • Are All Available Apps and Integrations Available for Free?
    • Additional Text Fields
      • How Can I Insert Intertitle(s) Into Documents?
    • Cash Register Tickets
    • Complex Products
    • Delivery Address
    • Delivery Date
    • Delivery Notes
    • Discounts
    • Empty Goods
    • Foreign-Language Customers
    • General Ledger Accounts
    • MailChimp
    • Other Currencies
    • Order Confirmations
    • Order Reference
    • Payment Requests
    • Preset Emails
    • Price Segmentation
    • Product Photo
    • Purchase Orders
    • Purchases
    • Self-Billing Invoices
    • Site Address
    • Stock Management
    • Subscriptions (Recurring Invoices)
    • Tasks
    • Units of Measure
  • SETTINGS
    • Dashboard
    • Personal Settings
      • How Can I Change My Login Email Address?
    • My Subscription
      • Recommend BestInvoicing!
    • Company Information
    • Default Values
    • Email Settings
      • Sending Options
        • Send via Own Domain Name
        • Send via Global Address
        • Send via Open Server
        • Send via Microsoft
        • Send via Google
        • Send via SMTP
      • Email Texts
      • Default CC and BCC Addresses
      • Email Templates
    • Attachments
      • How Can I Add My General Terms and Conditions?
    • Journals
    • Automatic (Payment) Reminders
    • Users
    • Custom Fields for Contacts
    • Legal Notices
    • GDPR
    • Importing Data
    • Theme
    • Numbering
      • My Last Invoice Had No. 115, How Can I Start in Bestinvoicing with Invoice No. 116?
  • CONNECTIONS
    • Connect Your Bank Account
      • Ponto
    • Connections for Accountancy
    • Connections for Online Payment
      • Mollie
    • Backup & Synchronisation
      • Google Drive
      • DropBox
      • SFTP (own server)
      • BestInvoicing Drive
      • OneDrive
    • Connections for Webshops
      • Shopify
      • WooCommerce
  • MORE FEATURES
    • Exporting Data
    • Processing Lists
    • Send Documents by Email
    • Send Documents by Mail
    • Send Documents via PEPPOL
    • Sign Documents Online
    • Tags
    • VAT Number Validation
  • TEMPLATES
    • Using BestInvoicing Templates
      • How Can I Change the Default Order of My Templates?
    • Match Templates to Your Corporate Identity
      • Document Templates
      • Emailtemplates
    • Modifications via internal code
  • FREQUENTLY ASKED QUESTIONS (F.A.Q.)
    • Overview F.A.Q.
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  • Choose Your Logo
  • Choose Your Background
  • Choose Your Font
  • Choose Your Colors
  • Get Started!

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  1. Tutorial 1: The Basics

5. Configure the Layout

Previous4. Create an InvoiceNext6. Payment Follow-up

Last updated 2 years ago

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In BestInvoicing you can easily change the layout of your invoices. This is done via the Company Settings.

  1. Click your e-mail address at the top right of the BestInvoicing window; a drop-down menu appears.

  2. Select 'Company Settings'. You will see the general page with your company information.

  3. To set the layout of documents, navigate to the fourth choice in the middle menu; 'Templates'.

  4. To customize the current template, click the yellow pencil button 'Personalize Template'.

In the middle section you can make adjustments to the template. In the right side of the window, you can simultaneously see a preview of your documents. After each change, click the blue button at the top right ('Refresh Preview') to view your changes.

Choose Your Logo

One of the most significant customizations is the display of your company logo. Click 'Logo - Select file' to upload a logo. In the example below, the company logo was uploaded:

Use the slider below 'Settings' to make the logo larger or smaller.

Don't forget to hit 'Refresh Preview' to reflect the changes on your preview document.

Choose Your Background

It is also possible to upload not just a logo, but also a complete background. However, you will need to have a ready-made image available for this. In the example below, a background was uploaded.

Invoice appearance before and after adding a background:

You can make some more adjustments under the heading 'Settings', such as

  • make the logo larger or smaller;

  • increase or decrease the margin between the different lines;

  • adjust the size of the font.

Choose Your Font

BestInvoicing offers you to choose between a few fonts:

Choose Your Colors

BestInvoicing also offers color options for bars and text in the product table. By clicking the colored blocks, you open a color selection wheel. You can click on any color or manually enter the hex code of the color.

Below is an example before and after color adjustments:

The selected colors then look like this in the BestInvoicing menu:

Get Started!

You can create and save several templates to give almost every document a different look and feel. Experiment with the possibilities of bringing your corporate identity to life in BestInvoicing!

Do you want more customization? With some technical know-how you can make changes to the internal code of the template via html and css. For a complete custom layout, you can : we will provide you with a free price quote (no obligations).

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