Marketing and CRMHow-to guide1 min read
Create and brand CRM invoices
Set up invoice branding once, choose a template, create invoices, and manage invoice status.
Version 1Last reviewed 23 Aug 2026
CRM invoices are separate from Ecommerce orders and Creator sales. Set up company identity, contact details, logo, tax or legal text as applicable, and a preferred invoice template in Invoice Branding before creating an invoice.
Branding is reusable. During invoice creation, you can use the saved setup and change it only when a particular invoice requires a different presentation. Preview the template before selecting it and update the invoice status according to the real collection or delivery state.
Common questions
Do I have to enter branding for every invoice? No. Save the branding setup once and reuse it. Can invoice status change after creation? Yes, use the invoice status workflow and keep it aligned with the actual business state.
Steps
- Open Marketing or CRM Sales and open Invoice Branding.
- Save company information, logo, contact details, and the preferred template.
- Preview the template and save the branding setup.
- Create an invoice, select or adjust the branding choice, and set the correct status.
- Review, send, export, or update the invoice using the available actions.