Purpose

This guide shows you how to make your invoices look professional and match your studio’s brand. Instead of sending a plain invoice, you can now adjust colors, labels, and sections so your invoices reflect your studio’s personality while staying clear for your families.

What It’s For

You’ll use this feature when you want your invoices to:

  • Match your studio’s brand colors and style.

  • Include (or hide) certain business details.

  • Use custom section titles (like changing “Contact Information” to “Shipping Details”).

  • Update button labels (like “Pay” to “Donate”).

  • Present a polished, professional image to families.

Step-by-Step Instructions

  1. Go to Payments → Invoices & Estimates → Settings → Title, Terms, and Layout.

    Screenshot 2025-09-26 at 9.07.46 AM.png
  2. Under Invoice Layout, click Customize Layout.

    Screenshot 2025-09-26 at 9.08.37 AM.png
  3. Use the customization panel to make changes:

    • Branding: Choose pay button color, border color, and button text.

      Screenshot 2025-09-26 at 9.09.03 AM.png
    • Business Information: Show or hide your studio’s details (like name, phone, tax IDs), and add up to 3 custom values.

      Screenshot 2025-09-26 at 9.10.57 AM.png
    • Sections: Rename sections (for example, change “Contact Information” to “Shipping Details”) and add custom fields.

      Screenshot 2025-09-26 at 9.11.23 AM.png
    • Labels: Edit or hide column labels such as Item Name, Price, Quantity, Tax, or Subtotal.

      Screenshot 2025-09-26 at 9.11.50 AM.png
  4. Preview your changes live on the invoice template.

    Screenshot 2025-09-26 at 9.12.42 AM.png
  5. Click Save Changes to apply your new design.

Notes / Tips

  • Keep your colors and style consistent with your studio’s branding for a professional look.

  • Only include the details families truly need to avoid clutter.

  • Double-check your changes in the preview before saving.

Support Reminder

If you have any questions, please reach out to support@enrollio.ai and our team will be happy to help.