Invoice Templates — Customizing Your Invoice Design
📅 Updated 20 Sep 2026
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BillYantra lets you create professional, branded invoices using customizable templates.
Accessing Templates
Go to Sales → Invoice Templates in the sidebar. You will see all your saved templates.
Preset Templates
BillYantra includes 12 pre-designed templates:
| Template | Style |
|---|---|
| Horizon Orange | Bold orange header, modern |
| Midnight Navy | Dark navy, corporate |
| Paper Minimal | Clean white, no-frills |
| Emerald Formal | Green, traditional |
| Violet Gradient | Purple gradient, creative |
| Slate Pro | Gray, professional |
| Teal Fresh | Teal accent, contemporary |
| Terracotta Warm | Warm earthy tones |
| Azure Clean | Light blue, minimal |
| Gold Premium | Premium gold accents |
| Rose Elegant | Pink/rose, elegant |
| Carbon Bold | Dark, high-contrast |
Creating a Custom Template with AI
- Click + New Template or Use AI to Generate.
- Describe your brand style — e.g. "Professional blue template for an IT company, clean and minimal".
- The AI generates a layout schema with your color preferences.
- Preview and save.
Customizing a Template
Click Edit on any template to change:
- Header color and logo placement
- Font style (serif / sans-serif)
- Accent color for totals, borders, and headings
- Footer text — custom payment terms, thank-you message
- Show/hide fields — PO number, shipping address, QR code
Applying a Template to Invoices
- Open any invoice.
- Click the Template selector in the invoice header.
- Choose your template — the preview updates live.
- The chosen template is used for PDF generation.
You can set a default template in Settings → Company Profile so all new invoices use it automatically.
AI Credits for Templates
- Free plan: 3 AI-generated templates
- Starter: 5 templates
- Pro / Business: Unlimited
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