FAQ - How can I edit my invoice template?

If you have Xero or QuickBooks Online integration enabled, we don’t have direct control over invoice templates within SortScape. You need to edit the invoice layout and set payment instructions in Xero or QuickBooks Online — not on SortScape’s Invoice Settings screen.

Xero

If you have Xero integration enabled, you can select which Xero Branding Theme to use when creating Xero invoices from SortScape. To do this, go to the Xero settings screen in SortScape and change the “Default branding theme” setting. (You need to be connected to Xero to change this.)

QuickBooks Online

There is no SortScape setting to choose a QuickBooks invoice template. If payment instructions are missing on SortScape-created invoices, see Why don’t payment instructions appear on QuickBooks invoices created from SortScape?.

SortScape built-in invoicing

The following only applies to SortScape’s built-in invoicing. It does not apply if you are connected to Xero or QuickBooks Online. If you are using SortScape’s built-in invoicing, you can upload your logo and add payment instructions to your email template on the Invoice Settings screen. You can also set the default invoice due date on that screen — see Setting invoice due dates.