How to design an invoice in your way?

Last modified: July 14, 2021

In this article, you will learn how to design your own invoice.

Install our Drag and Drop PDF Invoice app here.

Navigate to the Templates section, then click the New template button

In the General Information section, write your Template name, and the type of invoice. If you want to use this template as the default, tick to choose the option below. Click Save

Adjust the template’s size and placement in the PDF Config section (page size, orientation, margin). Click Save 

In the PDF Content section, if you want to duplicate a new template, choose one of these options that you have created, then click Load template

You also can edit templates by clicking on the Show Editor button.

You can choose the templates that we have designed for you in the Template available section. 

Or you can also design your own template with the drag and drop variables

  • Choose the layout: In the Layout tools section, choose one of the dropdown options to build the template. You can combine the layouts to make the new one. 
  • Insert elements: Choose the needed elements to insert into the template in the Template Build-in section: Table items, Shipping info, Order info, Billing info, Shipment info, Store info…. Then, insert some more information that helps your invoice be more informative: Custom code, Table, Line, QR code, Text, Image, Link, Link Block…
  • Insert variables: Choose variables to add/change information for existing parts of the current template. 

After you finish the design, click Preview to check the template once again, then click Save

Notice: You can also send us a request to design professional templates for you in our ADVANCED plan.

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