Choosing and customizing the invoice print template

Your company's invoice template controls the layout, branding, and information shown on printed invoices. Usystems provides standard templates and lets you customize them with your company logo, colors, and custom text.

Before you start

• You must have admin access to company settings.
• You should have your company logo as an image file (JPG, PNG) if you want to add it.
• Decide which fields you want to include (e.g., company name, invoice number, customer details, line items, totals).

Steps

1. Go to Settings → Print Templates
   Open in Usystems

2. Find the invoice template in the list and click it to open.

3. Choose your template:

   • Select a built-in template: Usystems offers several standard layouts. Click the radio button or dropdown next to the template name to choose it.
   • Customize the template: To edit the current template, click Edit or Customize (label may vary).

4. In the customization panel, you can:

   • Add your company logo: Click the logo upload area and select your image file from your computer.
   • Set company name and contact: Enter your company name, address, phone, and email.
   • Choose layout options: Enable or disable sections (e.g., customer address, payment terms, notes).
   • Edit footer text: Add custom text such as "Thank you for your business" or payment instructions.

5. Preview your changes in the right panel to see how the invoice will look when printed.

6. Click Save to apply your template settings.

7. The next time you print an invoice, it will use your customized template.

Accounting impact

Your print template affects only the appearance of the printed document—it does not change the underlying financial data or general ledger entries.

Tips & common mistakes

• Logo file size: Use a logo file no larger than 2 MB to avoid slow printing.
• Test print first: Before sending invoices to customers, print a test copy to make sure your branding looks correct.
• Keep sensitive data private: Do not include passwords or bank details in custom footer text; use the secure payment terms section if available.
• Template applies globally: Changes to an invoice template affect all future invoices printed from that template. Save a copy of your original design if you may need to revert.