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Can I customize my invoices?

Yes. You can customize your invoices in Lili so they reflect your brand, include the right business details, and give your customers all the information they need to approve and pay you quickly.

What parts of my invoice can I customize?

When you create an invoice in Lili, you can tailor several elements to match how your business operates.

You can customize:

  • Your logo and brand color
  • Client details (client or company name, email, address)
  • Line items (descriptions, quantities, rates, discounts, and tax)
  • Issue date and Due date

These settings help your LLC, corporation, or partnership present a consistent, professional face to every customer.

Branding: logo, colors, and business name

You can brand your invoices so your customers recognize your business at a glance.

On your invoice template, you can:

  • Upload your business logo or choose one of our suggested logos to display at the top of every invoice.
  • Choose a brand color that matches your website or other materials
  • Confirm your business name and address as you want them displayed (for example, your legal entity name or DBA, depending on how you bill)

Once you save these changes, new invoices will automatically use your logo, color, and business details, so 

Line items, tax, and structured details

For each invoice, you can customize how you present the work or products provided.

You can:

  • Add multiple line items with custom descriptions, quantities, and rates
  • Apply discounts by adjusting line item amounts
  • Add sales tax and set the rate according to your local requirements

Where do I change my invoice appearance?

You can change your appearance settings (logo and color) from your invoicing settings, while content like line items and client details is edited on each individual invoice or through Settings.

Invoice Logo

From the web or mobile app:

  1. Go to Invoicing from the main menu.
  2. Open Settings by clicking the settings (gear) icon.
  3. Select Invoice logo from the menu.
  4. Upload your company logo (PNG or JPG only, up to 5 MB)
    or choose one of the options we offer.
  5. Click Save (on mobile) or Update (on web).

Invoice Color

From the web or mobile app:

  1. Go to Invoicing from the main menu.
  2. Open Settings by clicking the settings (gear) icon.
  3. Select Invoice color from the menu.
  4. Choose your preferred color from the options we offer.
  5. Click Save (on mobile) or Update (on web).

Best practices for growing businesses

For established entities (LLCs, C‑corps, S‑corps, and partnerships), consider:

  • Using your legal business name or approved DBA on invoices for consistency with contracts
  • Uploading a high‑quality logo and choosing a color that matches your brand guidelines
  • Including purchase order numbers, project names, or internal references in the subject line so your invoice moves faster through approvals

These steps help you look polished, reduce back‑and‑forth with your customers’ finance teams, and keep your invoicing process ready to scale.

 

Lili is a financial technology company, not a bank. Banking services are provided by Sunrise Banks, N.A., Member FDIC. The Lili Visa® Debit Card is issued by Sunrise Banks, N.A., Member FDIC, pursuant to a license from Visa U.S.A., Inc. The Card may be used everywhere Visa debit cards are accepted. 

Wire Transfer services are provided by Column Bank N.A., Member FDIC. All wires are subject to acceptance criteria and risk-based review and may be rejected at the sole discretion of Column Bank N. A. or Lili App Inc.