Custom Templates
Templates and custom invoices
Choose built-in templates or customize your own invoice layout.
Updated: 2026-02-18
Before you start
- Basic invoice flow working
- Business branding assets ready (logo file in PNG or SVG)
Open related features
Layered workflow
Layer 1: Base template selection
- Start from the built-in template that most closely matches your legal and visual requirements.
- Four built-in templates are available — preview each before customizing.
Layer 2: Brand adaptation
- Upload your logo, adjust primary color, and customize header and footer text.
- Keep totals, due date, and payment data easy to locate at a glance.
Layer 3: Compatibility validation
- Test with both short invoices (1–2 line items) and long invoices (10+ line items) to catch layout breakage.
- Preview on desktop screen size before setting as default.
Built-in templates
Numwisely includes four built-in invoice templates. Each is a professionally designed, legally compliant layout that includes all required invoice fields: invoice number, date, due date, seller and buyer details, line items table, subtotal, VAT, total, and payment reference.
Built-in templates support all three output languages (English, German, Finnish) and all three tax treatments (standard VAT, zero-rated, EU reverse charge). They are the fastest way to start sending professional invoices.
Custom templates
If you need stronger brand identity, you can create a custom invoice template. The template editor lets you modify visual layout, colors, and logo placement while keeping all required invoice data fields intact.
Custom templates are created from an HTML/CSS base and rendered to PDF. You can adjust colors, typography, and layout sections, but do not remove or hide required invoice fields — this would make the invoice legally non-compliant in most jurisdictions.
Setting a default template
Once a template is ready, set it as the default for new invoices in Invoice Settings. Scheduled invoices also use the default template unless a specific template is configured in the schedule.
What not to do with custom templates
Avoid templates that hide legally required information, use unreadable typography sizes below 8pt, or rely on complex backgrounds that obscure text in PDF rendering.
Test the PDF output specifically — a template that looks correct in the editor may have rendering differences in the final PDF. Always preview the PDF output after any template change.