Theme (invoice layout)

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

When setting up your invoice layout, several options are available that allow you to personalize the appearance of your invoices.

The layout determines what the invoice looks like, what data will be printed on it, where the address block will appear and what will appear in the accompanying mail.

Below is an overview of the available options:

• General settings:
  Includes options such as hour specifications and invoice attachments.
• Invoice columns:
  Determine which columns are visible on your invoices.
• Page layout:
  Settings for such things as page footer.
• Paper settings:
  Choose the paper size and printing options.
• Address positioning:
  Settings for the positioning of the address on the invoice.
• Theme:
  Customize the template colors of your invoice.
• Email template:
  Set the subject and text of the email used to send invoices.

Access to settings

All settings for your invoice layouts are centralized within your domain and divided into logical categories.

To access these settings:

• click on the Settings icon in the navigation bar
• Then click on Sales settings in the now-opened screen
• scroll to Invoice layouts. 

Create and change invoice layouts

To change an existing invoice layout, click on the line of the corresponding invoice layout.

To create a new invoice layout click on the + New Layout button.

Set theme

You can easily control which colors are used in your invoice layout, allowing you to personalize the look of your invoices to align with your company style.

Select the required template colors for your invoice layout to match your company style.

Reset default colors

Click on the Cancel button at the bottom of your screen to reset the color settings to the default colors of the chosen template. This gives you the flexibility to reset to the original template settings with one click if your changes are undesirable.