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Customising Invoice Templates and Branding in Britixo CRM.
📘 Introduction:
Britixo CRM UK allows your invoices to reflect your brand clearly and professionally. Customise your invoice templates by adding logos, company colours, personalised notes, and terms, ensuring your practice management software delivers a polished impression to every client.
🎨 Step-by-Step: Customise Invoice Templates in Britixo
1. Navigate to Invoice Template Settings
From your Britixo dashboard, click on Settings > PDF Templates .
2. Select Invoice Template
Under the PDF Templates section, select Invoice to edit its appearance.
3. Customise Your Invoice Appearance
Here, you can personalise various elements of your invoice:
Company Logo: Upload your logo to appear prominently at the top.
Brand Colours: Adjust the colour scheme to match your company branding.
Invoice Layout: Choose from available layout options.
Font Styles: Select fonts and sizes for clarity and readability.
4. Add Default Invoice Notes & Terms
Britixo allows you to set standard notes and terms on every invoice:
Client Notes: Custom messages visible to your clients.
Payment Terms: Clearly state your standard payment expectations and terms.
5. Save Your Customised Template
After making your changes, click Save .
Britixo applies these changes immediately to all future invoices.
📌 Using Multiple Invoice Templates
Britixo practice management software supports multiple templates:
You can create and select different templates for different client types or services.
Easily switch between templates when creating a new invoice.
🖨️ Preview Your Invoice
Always preview your customised invoice template before sending.
Click on Preview in the invoice creation screen to ensure it meets your expectations.
✅ Pro Tips:
Regularly update your invoice templates to match branding changes or seasonal promotions.
Clearly define payment instructions in your default notes to prevent confusion.
Maintain consistency across all your documents for enhanced professionalism.
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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