---
title: "Add/Edit Invoice Templates"
url: "https://help.psarev.io/en/article/add-edit-invoice-templates"
language: "en"
last_updated: "2026-10-16T13:56:24.175Z"
---

# Add/Edit Invoice Templates

The *Invoice Templates* tab in the *Billing Config* category on the System Settings screen allows you to create and manage the templates used to generate invoices for your customers. Templates can be configured as one-time or recurring to match your billing needs, and you can set one default template for each type. See the [Customizing Invoice Templates](https://help.psarev.io/en/article/customizing-invoice-templates) article for more information about the specific options available when creating and editing invoice templates.

![](https://cdn-assets.productfruits.com/39afa5eb-8ab9-4a89-96a3-c093af8c4f23)

Each field for creating or editing an invoice template is defined below.

| **Label** | **Definition** |
| --- | --- |
| **Template Name** | *Name of the invoice template.* |
| **Template Type** | *Type of invoice the template is used for. Type options include One-Time and Recurring.* |
| **Set as Default** | *Check this option to set the template as the default for its invoice type.* |

The following actions are available when creating or editing an invoice template.

-   Check **Set as Default** to set the template as the default for its invoice type.
-   Load the system default template as a starting point by clicking **Load System Default Template**.
-   Expand the template preview to full screen by clicking the expand icon next to *Template Content*.
-   Build and arrange your template visually using the drag and drop editor by selecting **Drag & Drop** in the *Template Content* section.
-   Edit the template directly in HTML by selecting **HTML** in the *Template Content* section.
-   Add components to your template by selecting from the available options in the *Components* tab, including *Layout*, *Structure*, *Content*, *Data*, *Marketing*, and *Payment* sections.
-   Display the special message and autopay messages from the customer or bill profile by adding the **Bill Messages** component from the *Marketing* category. See the [Configuring Bill Messages on Invoices](https://help.psarev.io/en/article/configuring-bill-messages-on-invoices) article for more information.
-   Adjust the visual styling of your template by selecting a specific element on your template and clicking the *Styles* tab. The *Styles* tab includes options for **Typography**, **Background**, **Spacing**, **Borders**, and **Size**, as well as a *Properties* section where you can set an **Id** and **Title** for the selected element.
-   Undo your last change by clicking **Undo**.
-   Redo your last undone change by clicking **Redo**.
-   Clear the template content by clicking **Clear**.
-   Preview how the template will look when rendered by clicking **Preview**.
-   Discard your changes and return to the *Invoice Templates* list by clicking **Cancel**.
-   Save your changes by clicking **Save Changes**.