> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/administration/settings/choose-and-customize-your-invoice-document-template.md).

# Choose and customize your invoice document template

The Invoice template lives on the Invoice tab of Settings -> Invoicing and controls how your invoices look to customers, and works just like the quote template. Browse templates to pick a style and Use it, with a live preview on sample data.

If you can edit the source, Edit code opens an editor to change the Liquid template, insert variables, and switch the sample customer, property, and line items. Save template applies your changes, or Discard reverts. Branding from your Business Profile flows into the preview.

While you use a built-in style as-is, it is eligible for automatic updates when Essential improves that style. Opening **Edit code** does not change this tracking by itself. If you change the source and save it, the template is treated as your custom version and stays as saved instead of receiving later built-in changes. Re-selecting a style from the library and saving puts you back on the auto-updating built-in.

Built-in invoice styles show **Balance Due** directly below **Total** after a payment changes the amount still owed. A partially paid invoice shows the remaining amount, and a paid invoice shows **$0.00**. While the full original total is still owed, the Balance Due row stays hidden. A customized Liquid template remains exactly as saved and does not receive this row automatically.

Essential's built-in styles keep sales tax compact. When one tax entry applies, taxable line items show a checkmark in the Tax column and the summary shows **Sales Tax** with its percentage. When several tax entries apply - including entries with the same percentage but different agencies or jurisdictions - the document names and totals each one separately. A template changed with Edit code keeps its customized tax layout.

![Invoice template preview in Settings](/files/2JsV3vBpzBzsLCGaSvqa)

> **Where to find it:** Settings -> Invoicing, the Invoice tab

## Related guides

* [Choose and customize your quote document template](/administration/settings/choose-and-customize-your-quote-document-template.md)
* [Edit a document template's design with "Edit code"](/administration/settings/edit-a-document-templates-design-with-edit-code.md)
* [Customize your invoice email and receipt templates](/administration/settings/customize-your-invoice-email-and-receipt-templates.md)
* [Set up invoice prompt templates for AI drafting](/administration/settings/set-up-invoice-prompt-templates-for-ai-drafting.md)
* [Add or edit a pricebook item](/administration/settings/add-or-edit-a-pricebook-item.md)
* [Add the intake form to your website](/administration/settings/add-the-intake-form-to-your-website.md)


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