Sales
Configure how invoices look and behave across your workspace.
Invoice numbering
Set how invoice numbers are generated. Prefix and suffix are optional.
Applies to invoices created from now on.
Pads with leading zeros, e.g. . Set 0 for none.
Invoice templates
Upload past invoices to let AI learn your branding and build reusable templates. The default is applied to new invoices.
No templates yet
Upload a past invoice and we'll detect your branding, layout, and payment terms to build a reusable template. Your first template becomes the default.
Last updated
Delete this template?
You've reached the maximum of templates. Delete one to add another.
From a past invoice — nothing is uploaded or stored.
Drag & drop a past invoice, or click to browse
One invoice at a time for the AI to learn from. PDF, PNG, or JPG — stays on your device, nothing is uploaded.
We analysed your invoice and detected the design below. Confirm or adjust anything, then continue to build your template. Only the look is used — no customer or financial data is kept.
Line-item columns
DetectedThe columns of your invoice's item table. Rename, remove, or add columns — the preview updates to match.
Detected fields
DetectedHeader fields found on your invoice — e.g. reference / PO number, dates, tax no. Confirm, rename, remove, or add the ones you use.
You can edit and format this in the next step.
Design
Placeholder shown until you upload a logo image.
Preview
Invoice
Bill to
Issued
Due
- Subtotal
- Total
Payment terms:
Footer note
Shown at the bottom of every invoice. Keep it short — use bold, lists, or a link for payment details. Updates the preview above live.
Default template
Invoice
Bill to
Issued
Due
- Subtotal
- Total
Payment terms: