Invoice Templates
Customize your invoices to match your brand and business needs.
Default Template
Elona CRM provides a professional default template that includes:
- Your company logo
- Business details
- Clean, modern layout
- All required invoice information
Customizing Templates
1. Go to Settings
Navigate to Settings → Invoice Settings or Templates.
2. Choose a Template
Select from available templates:
- Classic - Traditional business layout
- Modern - Clean, minimal design
- Detailed - More information, ideal for complex invoices
3. Customize Elements
Adjust these settings:
Branding
- Upload your logo
- Set brand colors
- Choose fonts
Layout
- Column visibility
- Item details level
- Footer content
Content
- Default payment terms
- Standard notes/thank you message
- Terms and conditions
4. Save
Click Save Template to apply changes to future invoices.
Multiple Templates
You can create multiple templates for different purposes:
- Standard Invoice - Regular sales
- Proforma Invoice - Quotes before purchase
- Retail Invoice - Simplified for consumers
- Export Invoice - Additional details for international sales
Tips
- Keep invoices clean and easy to read
- Include clear payment instructions
- Add your payment details (bank, mobile money, etc.)
- Use consistent branding across all documents