Whenever you are sharing an Invoice, quotation, or any other accounting document with your clients; you would want to ensure that it follows your business’ branding and design language.
With Refrens, you can do that by choosing custom templates, changing colors & fonts, and adding headers & footers among other things.
Let’s see how you can do this on Refrens.
When you create an invoice and click on “Save and continue”, you will see the invoice preview. It shows you how your invoice will look when you download it or share it with your clients:
This is a default template, and if you don’t like the default design, you can just scroll down and under the “Customize Document Design “ section, you will see several templates that you can choose from as shown below:
?If none of these templates match your preferences, you can share your design with us, and we’ll customize it specifically for your business!
If the color or font does not match your brand design you can customize it according to your brand preferences. Refrens offers a variety of font styles and color options for you to choose from under the "Change Color & Font" option:
You can also adjust the paper size, margin, scale, and orientation:
As you see above, there’s also an option to change the script in the invoice to any of the 20+ languages and even enable a right-to-left script that is used in Arabic, Persian, Urdu, and other languages.
You can also add a letterhead or footer if you like. Just make sure that it’s under the 500kb size limit.
Learn more about adding letterheads and footers from here>
That's it! Your customized accounting document is ready to be shared with your client.
If you still have questions you can contact us at care@refrens.com or contact us via chat support for quicker assistance!