How to customize invoice templates on FreshBooks

beginner 8 min read Updated 2026-03-18

Quick Answer

Customize FreshBooks invoice templates by navigating to Settings > Invoice Customization, where you can modify colors, fonts, logos, and layout elements. Changes are applied automatically to new invoices and can be previewed before saving.

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Prerequisites

Active FreshBooks account
Admin or Owner permissions
Basic understanding of invoice components
Access to company branding materials (logo, colors)

Step-by-Step Instructions

Access Invoice Customization Settings

Log into your FreshBooks account and click on Settings in the left sidebar. From the dropdown menu, select Invoice Customization. This will open the template editor where you can modify your invoice appearance.

Bookmark this page for quick access when making future template changes.

Upload Your Company Logo

In the template editor, locate the Logo section at the top. Click Upload Logo and select your company logo file (PNG, JPG, or GIF up to 2MB). Position the logo by selecting Left, Center, or Right alignment options.

Use a high-resolution logo (at least 300x150 pixels) for the best print quality.

Customize Colors and Fonts

Scroll to the Theme section. Click on the color picker next to Accent Color to change header colors and highlights. Select your preferred font from the Font Family dropdown menu. Choose between options like Helvetica, Times New Roman, or Arial.

Match your brand colors exactly by entering hex color codes in the color picker.

Configure Invoice Layout Elements

In the Layout section, toggle on/off elements like Invoice Number, Issue Date, Due Date, and Terms. Drag and drop sections to reorder them. Click Edit next to any field to customize labels (e.g., change 'Invoice' to 'Bill' or 'Statement').

Add Custom Footer Information

Scroll to the Footer section and enter your custom text in the provided field. Include payment terms, thank you messages, or contact information. Use
tags to create line breaks in your footer text.

Keep footer text concise - aim for 2-3 lines maximum for better readability.

Set Up Payment Information Display

In the Payment Details section, toggle Show Payment Methods to display accepted payment options on invoices. Add bank details, PayPal information, or other payment instructions in the Payment Instructions field.

Include multiple payment options to make it easier for clients to pay quickly.

Preview and Save Your Template

Click the Preview button to see how your customized invoice will look. Review all elements including spacing, colors, and text alignment. If satisfied, click Save Changes to apply the template to all future invoices.

Create a test invoice after saving to ensure everything appears correctly in the final document.

Common Issues & Troubleshooting

Logo appears blurry or pixelated on invoices

Upload a higher resolution logo file (minimum 300x150 pixels) in PNG format. Avoid stretching small logos by uploading the correct size.

Custom colors not displaying correctly

Clear your browser cache and refresh the page. Ensure you're entering valid hex color codes (starting with #) or use the color picker tool instead of typing values.

Template changes not appearing on new invoices

Click Save Changes after making modifications. If changes still don't appear, log out and log back into FreshBooks, then create a new test invoice.

Footer text formatting looks incorrect

Use HTML line break tags <br> for proper spacing. Avoid excessive line breaks and keep footer text under 200 characters for optimal display across devices.

Prices mentioned in this guide are pulled from current plan data and may change. Always verify on the official FreshBooks website before purchasing.

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