Invoice Template Builder Guide
Learn how to create beautiful, professional invoices customized to your brand. Our step-by-step guide walks you through every customization option - from layouts and colors to watermarks and footers.
Every detail of your invoice, fully customizable
Belvak's invoice template builder gives you complete control over how your invoices look. From layout and colors to watermarks and footers - customize everything through an intuitive visual editor with live preview.
Visual Editor
Change settings on the left, see your invoice update instantly on the right. No guesswork.
12 Built-in Presets
Start from a professionally designed template and customize it to match your brand.
PDF Export
Export pixel-perfect PDFs via headless Chromium rendering. What you see is what you get.
Edit on the left, preview on the right
The template editor uses a split-panel layout. Customize any setting on the left panel and watch your invoice update instantly on the right - no save button needed, no page refresh. What you see is what gets exported to PDF.
- Instant live preview as you change settings
- Split-panel editor - controls left, preview right
- Step-by-step guided walkthrough for first-time users
- Export pixel-perfect PDFs via headless Chromium
- Interactive guide teaches every section at your pace
12 steps to the perfect invoice
Our interactive guide walks you through every customization area, one step at a time. Here's what you'll learn to configure.
Choose a Layout
The layout controls the overall structure of your invoice - the skeleton before you add colors and details. Each layout creates a different first impression.
Classic
Traditional look with a colored line at the top. Great for formal businesses.
Modern
Clean design with a thin accent bar on the left side. The most popular choice.
Minimal
No extra decoration. Lets your content speak for itself.
Bold
Big colored header bar with white text. Makes a strong first impression.
Try the Bold layout with a dark primary color for maximum impact, or Minimal for a clean, no-frills look.
Pick Your Colors
Colors set the mood for your invoice. Choose a primary color for headings and borders, an accent color for subtle highlights, plus text and muted tones.
Primary Color
The main accent - used for titles, borders, totals line, and key elements.
Accent Color
A softer supporting shade for backgrounds, alternate rows, and highlights.
Text Color
The main body text color for readability.
Muted Color
Secondary text for labels and less important information.
Use 8 preset colors or pick any custom color with the color picker. A red primary with Bold layout looks striking!
Choose Typography
Typography sets the tone. Serif fonts look traditional and elegant, while sans-serif fonts feel modern and clean. Pick from 7 font families and 3 sizes.
Inter
Modern & clean - perfect with Modern layout
Helvetica
Classic & neutral - works with any style
Georgia
Traditional & elegant - pairs well with Classic
Roboto
Geometric & friendly - great for tech companies
Times New Roman
Formal & traditional - ideal for legal or corporate invoices
Georgia pairs beautifully with Classic layout. Inter or Roboto work great with Modern. Choose from Small (12px), Medium (14px), or Large (16px) base sizes.
Company Branding
Put your company's identity on every invoice. Add your company name, address, phone, email, website, and optional tax information like VAT or MOF numbers.
Company Info
Name, address, phone, email, and website appear in the header area.
Logo Upload
Upload your company logo with custom positioning and sizing.
Tax Information
Show a tax registration number (VAT, MOF, etc.) under your company info.
Your logo appears above or beside your company name. Position and resize it for the perfect look.
Invoice Header
Customize the invoice title (use "INVOICE", "STATEMENT", "RECEIPT" - anything you need), invoice numbering with auto-increment, date formats, and alignment.
Invoice Title
Customizable title - use "INVOICE", "STATEMENT", "RECEIPT", or anything.
Auto-Increment Numbering
Automatic sequential numbers with custom prefix and padding (e.g. INV-0042).
Date Format
Choose from 4 date formats: DD MMM YYYY, MM/DD/YYYY, YYYY-MM-DD, DD/MM/YYYY.
Position & Alignment
Place the invoice title and number on the left, center, or right.
Set padding to 4 and start at 1 to get numbers like INV-0001, INV-0002, INV-0003 - clean and professional.
Client Information
The "Bill To" section shows who you're billing. Toggle which fields appear - name, email, phone, address, project name, and tax ID. Optionally add a "Ship To" section.
Bill To Fields
Toggle 6 client fields: name, email, phone, address, project name, tax ID.
Custom Section Label
Rename "Bill To" to match your terminology.
Ship To Section
Optional separate address block for shipping physical goods.
Turn off Phone and Email for a cleaner look when you don't need them on the invoice.
Payment Details
Show your clients exactly how to pay you. Add multiple payment methods - bank transfers, PayPal, credit card, crypto - each with a label and details.
Multiple Methods
Add unlimited payment methods, each with a label and value.
Flexible Format
Bank name + IBAN, PayPal email, credit card info - any format you need.
Toggle Visibility
Show or hide the entire payment section per template.
Add "Bank Transfer" with your IBAN and "PayPal" with your email. Payment details appear next to client info.
Items Table
The main line items table with customizable columns, border styles, row numbers, alternate row colors, and item grouping by category.
Column Labels
Customize headers for Description, Quantity, Unit Price, and Amount.
Border Styles
Choose Full Grid, Horizontal Lines, or No Borders for the table.
Row Numbers
Add automatic row numbering to each line item.
Alternate Row Colors
Stripe every other row with your accent color for readability.
Group by Category
Organize items into groups with category headers.
Turn on Alternate Row Colors with Full Grid borders for a spreadsheet-like professional look.
Totals & Pricing
Configure the totals section with currency selection (6 currencies), subtotal, tax with custom rates, discounts (percentage or fixed), and a customizable total label.
Currency
Choose from USD, EUR, GBP, JPY, AED, SAR - symbol before or after the amount.
Subtotal
Toggle the subtotal line before tax and discounts.
Tax
Add a tax percentage that gets calculated automatically with a custom label.
Discount
Apply percentage or fixed-amount discounts with custom labels.
Total Label
Rename "Total Due" to "Amount Payable", "Balance Due", or anything.
Turn on Tax at 15% and watch the total jump! Then add a 10% Discount to see it come back down.
Footer
Add terms & conditions, notes, bank details, a thank-you message, and page numbers to the bottom of your invoice.
Terms & Conditions
Custom title and content for your payment terms.
Notes
Additional notes visible to the client.
Bank Details
Bank name, account number, SWIFT code - formatted as you like.
Thank You Message
A closing message like "Thank you for your business!"
Page Numbers
Show "Page 1 of 1" at the bottom of multi-page invoices.
You can also upload a digital stamp or seal image - position and rotate it to look like a real rubber stamp!
Watermark
Add a large, faded text watermark behind the invoice content - perfect for marking invoices as DRAFT, PAID, CANCELLED, OVERDUE, CONFIDENTIAL, or any custom text.
Preset Text
Quick-pick from DRAFT, PAID, CANCELLED, OVERDUE, CONFIDENTIAL, COPY, VOID.
Custom Text
Type any watermark text up to 20 characters.
Color & Opacity
Choose from 5 preset colors or any custom color. Adjust opacity from 2% to 20%.
Rotation & Size
Rotate from -60° to 0° and choose Small, Medium, or Large font size.
Try "PAID" in green at 15% opacity and -15° rotation for a satisfying stamp effect.
Managing Templates
Create, edit, duplicate, set defaults, and delete templates. Start from scratch or customize any of the 12 built-in presets.
Create
Click "+ Create Template" - start from scratch or pick a built-in preset.
Edit
Click any template card to open the full editor with live preview.
Duplicate
Clone any template to create a modified version without changing the original.
Set as Default
The default template is used whenever a new invoice is generated.
Delete
Remove custom templates you no longer need. Built-in presets can't be deleted.
Best workflow: duplicate a built-in preset that's close to what you want, then tweak. Much faster than starting from scratch!
12 professionally designed built-in presets
Start from a preset that matches your industry and customize it from there. Each preset has a unique combination of layout, colors, and typography.
Create
Start from scratch or pick a preset
Duplicate
Clone and modify without changing the original
Set Default
Auto-apply to every new invoice
Delete
Remove custom templates you no longer need
Explore related features
The invoice template builder is part of a complete invoicing and project management platform.
Ready to create your perfect invoice?
Build professional invoices that match your brand in minutes. Book a demo to see the template builder in action.