5. Configure the Layout
Last updated
Last updated
In BestInvoicing you can easily change the layout of your invoices. This is done via the Company Settings.
Click your e-mail address at the top right of the BestInvoicing window; a drop-down menu appears.
Select 'Company Settings'. You will see the general page with your company information.
To set the layout of documents, navigate to the fourth choice in the middle menu; 'Templates'.
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.
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.
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.
BestInvoicing offers you to choose between a few fonts:
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:
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 contact us: we will provide you with a free price quote (no obligations).
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!
