Ontraport’s invoice templates enable you to brand and personalize the invoices you send to your customers. In Ontraport, invoices serve as purchase receipts and reflect the quantity of products your customers purchased and amount of money they spent.
This feature is available to users with Ontraport Plus accounts and above.
To create invoices with the OntraMail editor (Recommended)
When you create an invoice with the OntraMail editor from your double opt-in / invoice manager, you’ll have access to the “invoice” block type which are pre-designed to include the necessary purchase information.
- Click
→ Settings → Double Opt-in / Invoice Manager → .png)
, or create a new invoice from your order form settings. - Click
.png)
→ Start from Scratch. - Click
.png)
→ Invoice and select a block. - Complete your invoice design and click
.png)
to add your subject line and edit your email settings if desired. - Click
.png)
.
To create invoices with the HTML editor (Advanced)
If you prefer to create a custom invoice with HTML, you can do so with Ontraport’s Invoice HTML Editor:
- Click → Settings → Double Opt-in / Invoice Manager → , or create a new invoice from your order form settings.
- Click
- Click
and select these required fields: - Your business contact info
- Business name
- Purchased items
- Grand total
- Date of purchase
- Complete your invoice design and click .
Your local laws may require other information on the invoice; it is your responsibility to ensure your custom invoice template meets your local requirements.
To customize your default invoice
You can personalize your default invoice and unsubscribe page with your company logo and color to ensure all your assets are on-brand.
- Go to
.png)
→ .png)
→ Business Info. - Click Business Information.
- To add a brand color, click the color picker for the “brand color” field and select a color or add hex code in the space provided.
- To add your logo, click
.png)
and upload your logo. - Click
.png)
.
