How to Customize Invoice Templates
Create professional-looking invoices that reflect your clinic's brand with custom templates.
Accessing Template Settings
Go to Settings → Billing → Invoice Template.
Customization Options
Header Section
Clinic Logo — Upload your logo (recommended: 200x200px PNG)Logo Position — Left, center, or right alignmentClinic Name — Displayed prominently in the headerAddress and Contact — Automatically pulled from clinic settingsColors
Primary Color — Used for headers and accent elements (default: teal)Text Color — Main body text color (default: dark gray)Background — Page background color (default: white)Content Sections
Choose what to include on invoices:
Patient details (name, ID, contact)Treatment itemization (line items with descriptions)Tax breakdownDiscount line (if applicable)Notes sectionPayment termsPayment Information
Add your bank details for transfer payments:
Bank Name — e.g., "Access Bank"Account Name — Your clinic's registered account nameAccount Number — Your bank account numberSort Code — If applicableThese details appear in the footer of every invoice.
Footer
Custom footer text (e.g., "Thank you for choosing SmileCare Dental!")Terms and conditions (e.g., "Payment is due upon receipt")Refund policy statementPreviewing Changes
Click Preview to see how your invoice will look with actual patient data. The preview uses a sample invoice so you can see the full layout.
Saving and Applying
Make your changesClick Preview to verifyClick Save TemplateAll new invoices will use the updated templateExisting invoices are not affectedReceipt Template
The receipt template follows the same design as the invoice template but shows:
Payment confirmation instead of amount duePayment method and reference number"PAID" watermarkConfigure separately at Settings → Billing → Receipt Template.
For creating invoices, see Creating Invoices. For general settings, see How to Manage Clinic Settings.