Create professional, branded documents that reflect your business identity. Invoizar's template customization features let you choose from multiple designs, adjust colors, modify date formats, change labels, and update your business information—all from one convenient interface.
Why Template Customization Matters
Your invoices, estimates, and quotes are often the first formal documents your clients see from your business. A well-designed, professionally branded template makes a strong impression, builds trust, and reinforces your business identity. Customization ensures your documents align with your brand guidelines while maintaining clarity and professionalism.
When You Can Customize Templates
Invoizar gives you flexibility to adjust templates at different stages:
During Document Creation:
Customize the template as you're building a new invoice, estimate, or quote before sending it to clients.
While Editing Documents:
Make template changes to existing documents that haven't been sent yet, or create new versions with updated designs.
Both approaches lead to the same powerful customization interface, giving you complete control over how your documents appear.
Accessing the Template Customization Page
Getting to the customization interface is straightforward:
Method 1: During New Document Creation
Step 1: Create Your Document
Start creating a new invoice, estimate, quote, or other document by adding your client, line items, and all necessary information.
Step 2: Tap Preview
Look for a Preview button, typically located at the top or bottom of the document creation screen. Tap this button to see how your document will appear.
Step 3: Enter Customization Mode
Once the preview loads, you'll be automatically taken to the Customize Template page, or you'll see an Edit Template or Customize option that takes you there.
Method 2: While Editing Existing Documents
Step 1: Open the Document
Navigate to the document you want to edit (from your Invoices list, Estimates list, etc.) and tap to open it.
Step 2: Enter Edit Mode
Tap the Edit button to modify the document details.
Step 3: Access Preview
Tap the Preview button to view the document.
Step 4: Customize from Preview
The preview screen includes access to the Customize Template page where you can modify the design.
Choosing from Available Templates
Invoizar offers multiple professionally designed templates to match different business styles:
Template Selection Options:
The customization page displays 6 distinct template designs, each with its own layout and style characteristics:
Template 1: Classic Professional
Clean, traditional layout with header section for business details, organized line items table, and clear payment information at the bottom.
Template 2: Modern Minimalist
Streamlined design with plenty of white space, contemporary fonts, and subtle visual hierarchy.
Template 3: Bold Business
Strong header design with prominent business name, bold typography, and clear section divisions.
Template 4: Creative Professional
Unique layout with asymmetrical elements, perfect for creative industries while maintaining professionalism.
Template 5: Corporate Formal
Traditional corporate design with detailed sections, perfect for B2B transactions and formal business relationships.
Template 6: Compact Efficient
Space-efficient design that fits more information on a single page, ideal for complex invoices with many line items.
Selecting a Template:
Step 1: View Template Options
On the Customize Template page, you'll see previews or thumbnails of all 6 available templates.
Step 2: Tap Your Preferred Template
Tap on the template design you want to use. Your document preview immediately updates to show how your content appears in the selected template.
Step 3: Review the Change
Examine how your specific invoice or estimate looks in the new template. Check that all information is clearly visible and well-organized.
Step 4: Try Different Options
Feel free to tap different templates to compare how they display your document. You can switch between templates as many times as you want.
Step 5: Proceed with Customization
Once you've selected your preferred template, continue with color and content customization.
Changing Template Colors
Personalize your documents with colors that match your brand:
Color Customization Options:
Primary Color:
The main accent color used for headers, section dividers, and emphasis elements throughout the document.
Applying Colors:
Step 1: Locate Color Settings
On the Customize Template page, look for Color, Theme Colors, or Brand Colors options, typically displayed as color picker buttons or swatches.
Step 2: Select Element to Color
Choose which element you want to color—primary accent, header background, text colors, etc.
Step 3: Choose Your Color
Tap the color picker to reveal:
Preset color swatches for quick selection
Custom color wheel or RGB/HEX input for exact brand colors
Recent colors you've used previously
Step 4: Apply and Preview
As you select colors, the template preview updates in real-time, showing exactly how your document will look.
Step 5: Ensure Readability
Make sure your color choices maintain good contrast and readability. Dark text on light backgrounds and light text on dark backgrounds work best.
Best Practices for Color Selection:
Use your brand's official colors for consistency across all materials
Ensure sufficient contrast between text and backgrounds for easy reading
Limit yourself to 2-3 colors maximum to avoid cluttered appearance
Test how colors look when printed in black and white
Consider colorblind accessibility when choosing color combinations
Adjusting Date Formats
Display dates in the format that makes sense for your region and business:
Available Date Format Options:
The customization page typically offers multiple date format choices:
MM/DD/YYYY:
American format (e.g., 12/07/2024)
Common in the United States
DD/MM/YYYY:
International format (e.g., 07/12/2024)
Standard in most of the world outside the US
YYYY-MM-DD:
ISO format (e.g., 2024-12-07)
Ideal for sorting and international clarity
Month DD, YYYY:
Written format (e.g., December 07, 2024)
Professional and unambiguous
DD Month YYYY:
European written format (e.g., 07 December 2024)
Formal and clear
Changing Date Format:
Step 1: Find Date Settings
Look for Date Format, Date Display, or similar options on the Customize Template page.
Step 2: Select Preferred Format
Tap the dropdown menu or option list showing different date formats.
Step 3: Choose Your Format
Select the format that matches your region's conventions or your business preference.
Step 4: Review Changes
Check how dates appear throughout your document—issue date, due date, and any other date fields.
The date format applies to:
Invoice/Estimate dates
Due dates
Payment dates
Document creation dates
Any custom date fields
Modifying Invoice Labels
Customize the terminology used on your documents to match your business style or international preferences:
Label Customization Options:
You can typically change labels for:
Document Title:
Change "Invoice" to "Bill," "Receipt," "Tax Invoice," etc.
Change "Estimate" to "Quote," "Quotation," "Proposal," etc.
Document Number Label:
Modify "Invoice Number" to "Invoice #," "Bill No.," "Reference," etc.
Date Labels:
Adjust "Invoice Date" to "Date," "Issue Date," "Billing Date," etc.
Change "Due Date" to "Payment Due," "Date Due," "Payable By," etc.
Client Labels:
Change "Bill To" to "Customer," "Client," "Billed To," etc.
Item Labels:
Modify "Description" to "Service," "Product," "Item Details," etc.
Change "Quantity" to "Qty," "Hours," "Units," etc.
Adjust "Price" to "Rate," "Cost," "Unit Price," etc.
Total Labels:
Customize "Subtotal," "Tax," "Total," "Balance Due," etc.
Changing Labels:
Step 1: Locate Label Settings
On the Customize Template page, find Invoice Labels, Field Labels, or Document Text options.
Step 2: Select Label to Modify
Tap on individual label fields you want to change. Common options include:
Document name
Number field label
Date field labels
Line item column headers
Total field labels
Step 3: Enter Custom Text
Type your preferred label text in the input field provided.
Step 4: Apply Changes
Save or apply the changes to see your custom labels on the document preview.
Step 5: Check Consistency
Review the entire document to ensure all custom labels make sense together and maintain professional clarity.
International Considerations:
Use terminology common in your client's region
If working internationally, consider using universally understood terms
For tax invoices, ensure required legal terminology appears
Check if certain labels are mandatory in your jurisdiction
Updating Business Information
Keep your company details current on all documents:
Business Information Fields:
From the Customize Template page, you can typically update:
Business Name:
Your legal business name or trading name as it should appear on documents.
Contact Information:
Email address, phone number, fax number, website URL.
Physical Address:
Street address, city, state/province, postal code, country.
Registration Details:
Business registration number, tax identification number, VAT number, or other official identifiers required in your jurisdiction.
Logo:
Upload or update your business logo that appears on documents.
Tagline or Slogan:
Optional text that appears with your business name.
Social Media:
Links to business social media profiles (availability varies by template).
Updating Business Details:
Step 1: Find Business Information Section
Look for Business Info, Company Details, or Your Information on the Customize Template page.
Step 2: Access Edit Mode
Tap Edit or modify buttons next to existing business information fields.
Step 3: Update Each Field
Go through each field and update:
Verify your business name is correct and properly formatted
Update contact phone and email
Ensure address is complete and accurate
Add or update tax IDs and registration numbers
Check that website URLs are correct
Step 4: Logo Management
If changing your logo:
Tap the logo area or Upload Logo button
Select a new logo image from your device
Ensure the image is high-resolution (at least 300 DPI for printing)
Check logo size and positioning in the template
Step 5: Preview Updates
Review how all business information appears in the document preview.
Step 6: Save Changes
Apply or save your business information updates so they appear on all future documents.
Important Notes:
Business information updates typically apply to all new documents going forward
Existing, already-sent documents may retain old information
Keep business information current to maintain professionalism
Ensure all required legal information appears according to your jurisdiction