How can I customize my Invoice Templates in Sunrise?

How can I customize my Invoice Templates?

Learn how to make changes to the language or look of templates. This process can also be used to make brand-specific templates. Whether you simply want to make a change to your current template or create an entirely new template, follow the steps below. 

To Customize Wording and Email Text

From the Dashboard on the side menu
  1. Select More then click Settings
  2. From Settings click Templates
  3. Click New Template or Default Template 

 

  1. Next, select the Language tab (partial screenshot below)
  2. Scroll down until you see the fields that need to be changed

To Customize Appearance

  1. Head to Settings > Templates
  2. Click to create/edit template select the Appearance tab (partial screenshot below)scroll down until you see the fields that need to be changed 


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