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)
• Colours (brand colours, section backgrounds, text colours)
• 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 customisable 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)
• Colours (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 (colours, 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
Summary
The Custom Invoice empowers you to build polished, branded invoice templates within Shipturtle giving you flexibility from global page settings down to individual block configuration. Once enabled, just access “Customize Invoice”, make your changes, preview, save and you’re ready to issue invoices that align perfectly with your marketplace’s style.
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.