![]() Please note that this may affect any draft invoices you send as part of a recurring invoice series. Once you’re happy with the changes, you can then paste your custom CSS into FreeAgent to adapt the theme.Īlternatively, you can edit your invoice theme CSS within FreeAgent. This will allow you to edit the CSS of the invoice theme in your text editor and preview those changes locally, outside of your FreeAgent account. Getting startedĭownload our Invoice Devkit. Our PDF renderer doesn’t support CSS3 properties but does support CSS 2.1, so you can still make significant changes to the appearance of your invoice. ![]() Please note that invoice themes in FreeAgent can only be customised using CSS. CSS is designed primarily to enable the separation of presentation and content, including the layout, colours, and fonts. ![]() However, we have provided some tips and code snippets below to use in your ‘ Main CSS’ to change the typography, layout and content of your invoice theme.Ĭascading Style Sheets (CSS) is a style sheet language used for describing the presentation of a document written in a markup language. Please note that due to the range of requests from users, we are unable to provide support for individual CSS-related queries. This article requires an understanding of HTML and CSS. However, if you need to customise additional elements, you’ll need to follow the steps below to customise an invoice theme using CSS. If you would like to customise basic elements of your invoice theme, you can create a custom invoice theme using our customisation designer. Want to do your own ConnectWise reporting? Contact us for one-on-one help or connect with us on the ConnectWise subreddit or the ConnectWise University Forums.This article explains how to customise the typography, layout and content of a custom invoice theme in FreeAgent with some basic CSS. Have an “impossible” custom invoice idea? If so, reach out to us or let us know in the comments! Here’s one example of Addition bundling setup: OTHER CUSTOM INVOICE IDEAS? Set up your own custom fields in ConnectWise to control addition grouping/ordering and whether quantities, totals, or descriptions display. Doing so simplifies things on your custom invoice and doesn’t sacrifice your financial accuracy. With this purpose in mind, we created a grouped agreement addition setup. Many MSPs use separate additions to get costs in the proper buckets but want a summed total with no $0 price products. ![]()
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