Invoice templates control the layout, branding, and reusable content applied when you create a new invoice. Build the default once, then create additional templates when different services or clients need a distinct presentation.
Understand template behavior
The default template is selected automatically for new invoices.
An invoice receives its own copy of the chosen template.
Editing a template affects invoices created from it later; it does not rewrite invoices already created or sent.
Start with a complete layout
A new starter template uses a white document page with a business logo and name, a clear invoice heading, separate From and Bill to details, an issued/due date band, line items and totals, and payment instructions. Adjust these blocks to suit your business. The updated starter applies when you create a starter template or set up a new workspace; it does not replace existing templates or the copies stored in invoices.
Build the document
Open Settings → Templates → Invoices.
Create a template or open an existing one.
Use the plus controls between sections to insert blocks.
Drag blocks to reorder them and use the contextual controls to duplicate or remove them.
Select a block to edit it in the settings panel. Text is edited directly on the invoice; a text block's settings add Padding controls for the top, bottom, left, and right.
Use the Style tab to change document-level presentation.
Save the template and enable Default when it should be the starting point for new invoices.
The builder uses representative invoice data so you can judge hierarchy, spacing, totals, and branding before using the template.
Show payment instructions
To print the payment instructions saved on each invoice or payment plan, insert the Payment instructions token, {{Invoice.PayInstructions}}, in a text block. Keep bank details in the invoice's or client's payment instructions rather than typing them into the template; text typed directly into the template appears on every invoice regardless of those instructions. Payment plans warn you when their template doesn't include this token.
Use the Late fee terms token, {{Invoice.LateFeeTerms}}, for late-fee wording that matches each invoice's fee type. See Set up late payment fees.
Use brand information consistently
Keep your workspace business details current. For reusable visual styling, create and publish a kit in Settings → Brand kits, then select it from the invoice template's Brand kit setting. You can also leave the template without a kit and use its own styling.
A template assigned to a kit uses its latest published design. Saving a Brand Kit draft does not change that published design. When you create an invoice, it captures the template and branding so later template or kit changes do not automatically restyle that invoice.
The captured Brand Kit also controls invoice appearance. Light and Dark are fixed; Both follows the viewer and the Light/Dark choice shown in Moxie previews. A downloaded PDF matches the effective preview choice. Automated PDFs use Light when the kit supports Both.
To apply a newer design to an existing editable invoice, explicitly refresh or reselect its template and review the result before sending. See Build and apply your brand across Moxie with Brand Kits for publication and restoration guidance.
Test before relying on a template
Create a draft invoice with the template, add representative line items, and open the client preview. Check long descriptions, multiple tax and discount rows, payment instructions, and the total area—not only the sample's first screen.
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