Navigate to the ‘Work’ tab at the top of the screen and select ‘Invoicing’ from the drop-down menu.
Select the relevant invoice from the list.
Before you can change the theme of an invoice, the invoice must be in draft status. To mark an invoice back to draft status, select ‘Make Draft’. If the invoice has been marked as paid, you’ll need to remove the payment link first.
Change the theme
Select ‘More’ in the top-right and choose ‘Change theme’ from the drop-down menu.
The available themes for you to choose from will be displayed above the invoice.
Choose the theme that you'd like to use. For information on creating a custom invoice theme, please see this article.
A preview of the invoice using the selected theme will appear below.
To apply the chosen theme to the invoice, select 'Close’ in the top-right to complete the process.
Please note that the new theme you’ve chosen will only be applied to this invoice. To change the default theme of your invoices and estimates, please see this article.
Mark the invoice as sent
Once you've selected the relevant theme, select ‘Mark as Sent’ above the invoice template to activate the updated invoice in your account if you don't need to send the updated invoice to your customer.
To send the updated invoice to your customer, select ‘Re-send by Email’.
FreeAgent is registered with the Financial Conduct Authority under the Payment Services Regulations 2017 (register no. 799763) for the provision of account information services.
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