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Templates - Invoices
Templates - Invoices

Create fully customizable invoice templates to match your branding and compliance requirements.

Geoff Mina avatar
Written by Geoff Mina
Updated over a week ago

Moxie supports invoice template functionality that enable you to fully customize the invoice look and feel, content, and compliance requirements. Multiple invoice templates are supported to allow you to present different invoices to different clients / use cases depending on your needs.

Customize your first Invoice Template

To get started customizing your first invoice template, navigate to Workspace Settings >> Templates >> Invoices. The first time you view this scree, the system will automatically generate a default invoice template for you.

Clicking on the template row will open up the Invoice Template Builder. The Template builder has a sample invoice used for rendering so you can see what your final product will look like.

On the left side you have access to the various widgets and content objects you can drag and drop onto your custom invoice canvas.

  • Image - allows you to upload an image in PNG, JPG, GIF, or SVG format to use on your invoice. Please ensure your images aren't too big as this could slow down rendering of your document.

  • Text - tokenizable text that allows you to mix and match text and tokens to create a fully reusable template. There is a "Token" button inside of the text editor that will show you all of the tokens available to use.

  • Logo - drop your logo into the invoice. This option is slightly different than the image in that it will use the current logo associated with your workspace, so if you update your logo - you will not need to modify your invoice templates.

  • Line Items - this element is the core of your Invoice and is used to customize the format and content of the line item section. All of the verbiage is customizable as well as what columns are displayed.

  • File Attachment If you like to have the option to attach files to your invoices, you can give yourself an attachment area to optionally drop files when preparing invoices for clients.

  • Container - allows you to gain better control over the formatting of your invoice by creating 1, 2, or 3 column grids that the items specified above can be dropped into. Containers allow you to specify background colors and/or images which will cover the enter content of the container.

  • Horizontal Divider - simple, customizable horizontal rule to help create visual separation in your document

  • Vertical Spacing - easily add spacing between sections of the invoice to create whitespace.

Using your newly created Invoice Template

Once your template is ready and you are happy with the content and design, you can enable the custom email template of the platform by selecting a "Default Template".

Simply toggle on the setting in the template editor and you will be ready to create your first invoice using your new template.

Now that the default template has been enabled, you can navigate to either Accounting --> Invoices or directly into a Client --> Invoice (tab) to create a new invoice.

Once you have created your new invoice, you will be presented with a slightly different view of the invoice builder. On the left hand side are settings specific to this invoice, including the due date, invoice number, late fees, etc. Updating these values will alter the content of the invoice immediately.

White working on a specific invoice (as opposed to inside template builder), only certain elements are customizable. The line items can be added and removed and all of the text can be modified. The general layout of the invoice is locked down. If you want to change the overall look and feel include layout, images, colors, etc you will need to modify the invoice template itself.

Once you are have completed filling out the line items and customizing any of the text on this specific invoice, simply hit the "Share" button to generate a PDF or send an email directly from Moxie to your client.

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