Overview:
The Custom Invoice lets you tailor your invoices exactly to your brand’s needs — from overall page structure to individual line items. Once enabled, you’ll have full control over layout, typography, colours, blocks and more.
Note: The custom invoice feature is available exclusively on our Enterprise plan.
Step-by-step instructions:
Accessing Invoice Customization
To begin customizing your invoice:
• Go to Settings → Merchant Profile → Billing & Invoice
• Click “Customize Invoice” next to the Invoice Format option.
This opens the Invoice Customization Panel, which is divided into three tabs: Page, Assets, and Blocks. (Right hand side of the page layout)
Tab 1 – Page (Whole Layout)
Use the Page tab to set global parameters for your invoice design. Here you can configure:
• Page dimensions (width/height) & background
• Margins (top/bottom/left/right)
• Typography (fonts, font sizes, headings)
• Colors (brand colors, section backgrounds, text colors)
• Borders (lines, section dividers, spacing)
These settings define the baseline structure and visual style for your invoice template.
Tab 2 – Assets (Drag & Drop Blocks)
Under the Assets tab you’ll find modular blocks you can add to your layout. Examples include:
• Document Title (e.g., “Invoice”)
• Company Info (logo, address, contact)
• Invoice Details (invoice number, date)
• Billing Address / Shipping Address
• Itemized Rows (products, quantity, price)
• Totals & Tax Summary
• Terms & Conditions, Additional Notes
To add a block: click or drag it into your layout area. Blocks are fully customizable in the next step.
Tab 3 – Blocks (Individual Block Settings)
Once a block is placed, click the block to select it. You’ll see a “Block Selected” card appear above it. In the block settings you can modify:
• Content (text, labels, dynamic fields)
• Layout (positioning, padding/margin, alignment)
• Typography (font style, size, weight)
• Colors (background, text, border)
• Visibility rules (e.g., hide block if empty)
This gives you granular control over how each section appears and behaves in your invoice.
Preview & Save
• After configuring page, assets, and blocks, click “Preview PDF” (top right) to view how the invoice will look.
• If everything is as desired, click “Save Template” (top right) your customized invoice template is now live.
Key Benefits
• Create invoice designs that match your brand identity (colors, logo, layout)
• Tailor information presentation to your needs (show/hide fields, re order sections)
• Save time by re using templates across invoices
• Enhance professionalism and clarity in your buyer communications
If you’re stuck, reach us at team@shipturtle.com or open a ticket on the support page.
For detailed guidance on this module, please refer to the video tutorial here.