Our invoice template system allows you to create professional, branded, and client-specific invoices directly within the platform. You can design multiple templates with unique layouts, branding, and data visibility, then assign them to specific clients to streamline your billing process.
This guide will walk you through creating a new template, customizing it, and assigning it for automated use.
Creating a New Invoice Template
First, let's create a new template and customize its appearance.
Go to Settings → Contract & Billing → Invoice Templates.
You’ll see a list of existing templates. Click + Template in the top-right corner to create a new one.
Enter a name for your template and select one of the built-in layouts: Classic, Modern, or Elegant. The editor defaults to Classic style.
📝 Note: Each template name must be unique. If you delete a template assigned to a client, that client automatically reverts to the Default Template.
Customize the Data and Style of your Invoice
Use the panels on the right to customize the template. In the Data Visibility tab, you can control which sections appear on the invoice, such as the Header, Table, and Footer. You can add custom fields, billing addresses, select the table format, and add footer notes.
📝 Note: Custom fields appear only if they are marked as Visible to Client in their source module.
Switch to the Customize Style tab to adjust the visual elements. Here, you can add a watermark, change the accent color to match your brand, and select different typography options.
When you’re done customizing, click Save in the top-right corner. Your new template will appear in the list view and can now be assigned to clients.
Creating Templates from Client Page
Navigate to the desired client's profile. Go to the Quotes and Invoices tab and select Invoice settings from the configuration menu on the left.
In the 'Invoice template' section, you can either use the Default Template or choose a specific template that you've already created, as shown below.
📝 Note: If a client-specific template is deleted, SuperOps falls back to the Default Template—review assignments after deleting templates.
Auto-Apply Templates During Invoice Creation
When creating a new invoice, you’ll be prompted to “Choose Client to load a template.”
Once you select the client, their associated template automatically loads with all branding and layout settings intact.
Advanced & Regional Features
E-Invoicing (UBL XML)
For regions where electronic invoicing is mandatory (such as the EU), you can attach UBL 2.1 / 2.4 XML files.
To enable:
Go to Client Page → Invoice Settings
2. Toggle “Enable UBL 2.4 XML attachment.”
3. The system will generate a compliant XML file automatically whenever an invoice is emailed or exported.
💡 Note:
This option is visible only for supported regions. The XML follows official UBL schemas for submission to government portals.
If your accounting software already adds its own XML attachment, disable this toggle to avoid duplicates.