How to Customize your Invoice Settings /Template
2. From "Settings"
3. Click on the Billing drop down menu.
4. Click "Invoice Settings"
5. Click "Choose file" to upload your company logo.
6. Click "Delete" to delete your logo if needed.
7. Update the invoice title from here.
8. Click "Reset to default" to reset to the default invoice title.
9. Select a color of your choice.
10. "Choose the color"
11. Or upload your design.
12. Click "Choose File"
13. Select Payer Information
14. Add an Invoice Footer
15. Enable or disable the ability to add custom lines to invoices.
16. Enable or disable the ability to delete transactions under the child profile.
17. Enable or disable displaying the funding amount on the invoice.
18. Enable or disable the automatic reconciliation of the invoice with the payer's available balance.
19. Preview the invoice design and information.
20. Once done, click "Save".