Customizing Your Invoice Templates

April 8, 2019

ahambach

Background

As an Accounting Premium customer, you can customize the layout of your customer invoices, credit memos, and estimates in Patriot Software. You will be able to upload your business logo and pick an accent color that will appear on the PDF versions of these forms.

To Set Up Your Template

Go to Settings > Accounting Settings > Invoice Templates

Choose your template

You have three template options to pick from: minimal, bold, or traditional. Preview each template and select the one you would like to use. The template you choose will apply to all three forms:  invoices, credit memos, and estimates.

Upload your logo

You can upload your logo to be used on your invoices. Drag and drop your file into the box or click “Choose File” to search for the image file on your computer. Your file must be smaller than 4MB. If your image is larger than 150 pixels high, the image will be resized smaller to fit. You can upload the following image types: .JPEG, .JPG, .PNG, and .GIF. Click “Upload.”  The logo upload feature is also available to Accounting Basic Customers.  See Adding a Business Logo to Customer Invoices.

 

 

 

 

 

 

 

You will now see the logo image and filename of your image appear. You can now either upload a new logo or delete your existing logo to remove it from your invoices.

Select your custom color

Choose the color you would like to use to accent your invoices. Use the slider bar on the right side to select a hue. Then select a shade of the color by clicking in the section on the left. If you have the actual 6 character hex color code you want, you can enter it in the color selector.

 

 

 

 

 

 

 

 

 

Click “Save Settings.”

Now, when you print or email the PDF version of your invoices, credit memos, and estimates, your customized layout will appear.

Search Help Articles

Can't Find Your Answer? Contact Us!