You can fully customize the appearance, layout, and information displayed on your payment receipts to match your business branding before sending or downloading them.
Follow this guide to learn how to use the Receipt Design editor.
Step 1: Open the Receipt Designer
From your Invoices dashboard:
- Locate a paid invoice
- Click the Actions dropdown arrow
- Select Design Receipt
This will open the Receipt Design editor.
Step 2: Configure Company Details
On the left sidebar under Company Details, you can control which business information appears at the top of the receipt.
Available options include:
- Company Name
- Company Address
- VAT Number
Use the toggle switches to show or hide each field as needed.
Add Your Company Logo
To display your business logo:
- Enable the Company Logo toggle
- Click Upload Your Logo
- Select your image file
Note: Maximum upload size is 500KB.
After uploading, use the Zoom (+ / -) controls to adjust how the logo fits within the receipt layout.
Step 3: Manage Client Info & Layout Settings
Scroll further down the left sidebar to customize additional receipt details.
Client Information
Use the To section toggle to show or hide the customer’s billing information on the receipt.
If you need to quickly update client details, click the Pencil icon beside the section.
Item Images
If your products or services include images, you can choose whether they appear in the itemized breakdown table by enabling or disabling the Item Images toggle.
Date Format
Use the Date Format dropdown menu to choose your preferred display style, such as:
- MM/DD/YYYY
- DD/MM/YYYY
- YYYY/MM/DD
Step 4: Edit the Items Table
You can customize the itemized section directly from the live preview area.
To edit the table:
- Hover over the items section on the preview canvas
- Click the purple Edit Table button
From there, you can modify:
- Column names
- Item descriptions
- Quantities
- Pricing structure
- Table content layout
Step 5: Name and Save Your Template
On the right sidebar, configure your template settings.
Template Name
Enter a recognizable template name so you can easily reuse the design later.
Select a Theme
Choose from the available themes to instantly change the overall appearance and layout style of the receipt.
Save as a New Template
Click Save as New Template in the top-right corner to store your customized design for future use.
📬 Ready to send?
Once you're satisfied with the design, click the Preview tab at the top to review the final layout, or select Send Receipt to email it directly to your client.