--- updatedAt: 2026-07-14T16:09:50.000Z agentTools: siteIndex: https://docs.recurly.com/llms.txt projectIndex: https://docs.recurly.com/recurly-subscriptions/llms.txt --- # Invoice template customization Create and manage multiple invoice templates in Recurly — with custom logos, company addresses, line item display rules, and per-account template assignment.
Invoice template customization lets you create multiple invoice templates, each with its own logo, company address, and display rules — then assign them to specific accounts. Whether you're billing across multiple entities or just want invoices that look exactly right for each customer segment, this feature gives you the flexibility to make it happen.
Not included in Starter or Pro — contact Recurly Sales to upgrade
1Definition 2Key benefits 3Key details 4Create a template 5Assign to an account 6Configure line item display 7Upload header and footer images 8Override business address 9FAQs
# Definition
Invoice template customization lets you design and manage multiple invoice templates within Recurly. Each template can carry its own header and footer images, company address, and display rules — and can be assigned to individual accounts so every customer gets an invoice that reflects your relationship with them. You can create up to ten alternate templates alongside the site-wide default.
# Key benefits
Branding consistency Add your company logo and details to every template, ensuring a uniform, professional presentation across all customer invoices.
Flexibility and control Create multiple templates for different business entities or customer segments, each with its own rules, address, and branding.
Efficiency and scalability Streamline your invoicing process as your business grows without sacrificing clarity or quality in customer communications.
# Key details ## Default vs. alternate templates Every Recurly site has one **default template**, pre-configured with your company information from Site Settings. It's automatically applied to all accounts unless an alternate template is assigned. **Alternate templates** are additional templates you create to serve different business entities, customer segments, or billing scenarios. You can create up to ten alternate templates. Once multiple templates exist, any one of them can be set as the site default. ## What you can customize per template Each invoice template supports the following customizations: * **Header image** — Your company logo or any brand image. Accepted formats: PNG, JPG, or GIF. Maximum size: 256 KB. * **Footer image** — A secondary image for branding, legal disclaimers, or additional information. Same format and size limits as the header. * **Merchant business address** — Override the company address displayed on invoices from this template. This is for display purposes only — tax calculations always use the address in Site Settings. * **Hide line item dates** — Remove dates from line items for a cleaner invoice layout. * **Hide zero-charge line items** — Suppress $0.00 line items to keep invoices focused on billable activity. ## Template assignment Alternate templates can be assigned to individual accounts via the Admin Console or the API. You can assign a template, change the assigned template, or revert an account to the default at any time. For any account, you can view which template is currently assigned. Through the API, you can also retrieve a list of all accounts assigned to a specific template — useful for auditing at scale.
NoteAssigning or changing a template only affects invoices generated after the assignment. Existing invoices on the account are not updated and remain as-is for auditing purposes.
## API support Template configuration and setup must be done in the Admin Console — it's not available via the API. However, template assignment and reassignment are fully supported in both the v2 and v3 API. # Create an invoice template
1

Open Invoice Templates

In the Admin Console, go to Configuration → Invoice Templates.

2

Create a new template

Click Create Invoice Template at the top right of the page.

3

Fill in template details

Enter the required fields and configure any additional settings for the new template.

4

Preview the template

Click Preview Template to see a sample invoice using your configuration. The preview uses placeholder invoice data alongside your configured fields.

5

Save the template

Click Save Changes to create the template.

# Assign a template to an account
1

Open the account

Navigate to Accounts in the Admin Console and select the account you want to update.

2

Edit account information

Click Edit in the Account Information section.

3

Select a template

Scroll to the Invoice Template section and select the desired template from the dropdown.

4

Save changes

Click Save to apply the template to the account.

# Configure line item display Both line item display options are configured from the same edit screen. Open the template you want to update (follow steps 1–3 of [Create an invoice template](#create-an-invoice-template) to reach the editing screen), then configure the options below under the **Body Section**. ### Hide line item dates Check **Hide line item dates** to remove dates from all line items on invoices using this template. Click **Save** to apply. ### Hide zero-charge line items Check **Hide zero-charge line items** to suppress $0.00 line items on invoices using this template. Click **Save** to apply. # Upload header and footer images Open the template you want to update and navigate to the editing screen.
1

Upload a header image

In the Header Section, click to upload a logo or image. Accepted formats: PNG, JPG, or GIF. Maximum size: 256 KB.

2

Upload a footer image

In the Footer Section, click to upload an image. Same format and size requirements apply.

3

Save changes

Click Save to apply the images to the template.

# Override the merchant business address Open the template you want to update and navigate to the editing screen.
1

Enable address override

In the Header Section, select Customize invoice display address.

2

Enter the address

Fill in the required fields and any additional address details you want displayed on invoices using this template.

3

Save changes

Click Save to apply the address override.

Tax calculations are unaffectedOverriding the business address on a template changes what's displayed on the invoice only. Tax calculations always use the address configured in Site Settings, regardless of the template address.
# FAQs This feature is available on Pro and Elite plans. To upgrade, contact your Recurly account manager or [support@recurly.com](mailto:support@recurly.com). No — invoice template customization is included in Pro and Elite plans at no additional cost. Template configuration and creation must be done in the Admin Console — it's not available via the API. However, assigning and reassigning templates to accounts is supported in both the v2 and v3 API. Yes. You can create up to ten alternate templates in addition to the site default. No — invoice template customization is automatically enabled for the Recurly Admin profile on qualifying plans. No. The Invoice Settings page remains accessible through the Invoice Templates tab by clicking **Invoice Settings** in the top right of the screen. Existing configurations are preserved. No — email template content is managed separately. Any changes to invoice templates affect the invoice PDF only. To update email content, edit the relevant email templates directly. No. The overridden address is for display purposes only. Tax calculations always use the business address configured in Site Settings. No. Only invoices generated after the template is assigned will use the new template. Existing invoices remain unchanged for auditing purposes.
# Sibling pages * [Automated invoicing](https://docs.recurly.com/recurly-subscriptions/docs/invoice-settings.md) * [Automatic invoicing terms](https://docs.recurly.com/recurly-subscriptions/docs/automatic-invoicing-terms.md) * [Manual invoicing](https://docs.recurly.com/recurly-subscriptions/docs/manual-payments.md) * [Charges and credits adjustments](https://docs.recurly.com/recurly-subscriptions/docs/adjustments.md) * [Chargebacks and late failures for direct debit](https://docs.recurly.com/recurly-subscriptions/docs/chargebacks-for-direct-debit.md)