Member Management sends membership invoices to users when they purchase and renew their memberships, and while the default invoice may meet your needs, you're free to customize certain aspects of it.

In this article, you'll learn how to customize your invoice in the following ways:

Add a custom logo image
Customize the Pay To text
Add two custom header/text sections at the bottom (in our example below, we added the About and Notes sections)
Customize the invoice's Primary and Secondary colors

Access your invoice

In the Admin Toolbar, click Admin.

Navigate to Membership > Settings.

In the Invoice section, click:

the Edit button to make changes (as described in Add custom text and Customize logo & colors, below) or
Preview to view its current design.

Preview your in-progress work

As you make changes to your invoice, click Preview at the bottom of the Edit Invoice dialog to open a "real-time" preview of the invoice so that you can see how your changes look.

Click Cancel on the Preview window to close the window and return to where you left off.

Add custom text

While editing the invoice, use the Content tab to:

Customize the Custom invoice title text; if left blank, the title "Invoice" will display.
Customize the Pay To text (no character limit).
Add custom header-and-text sections to the bottom of your invoice.

Use one or both of the Notes Sections to enter a Title (30 characters max) and Body (250 characters max).
Your Notes Section 2 text will always be positioned on the right (as shown in the image below), even if Notes Section 1 isn't used.

NOTE: If you don't enter text in these fields, they will not display on the invoice.

Customize logo & colors

While editing the invoice, use the Style tab to:

Manage the logo that displays at the upper right of the invoice:

Select Use logo image from Site Setup to leverage your organization's logo from the Site Options > Site Setup > Images page.
Select Use custom image and follow the prompts to upload a custom image.
TIP: Refer to Custom image notes, below, for helpful information about this option.

Customize the invoice's Primary and Secondary colors. By default, the invoice will use the Primary and Secondary colors from your site's set Theme, on the Site Options > Themes page.

The Primary color accents the invoice total
The Secondary color accents the vertical bar for the billing and payment details

TIP: Click Reset next to a color-indicator field to discard any changes and return the color to what it was when your edit session began.

Custom image notes

When uploading and using a custom image, keep in mind the following.

Image editing

You can do some minor editing (crop, rotate) to the image before finalizing the upload:

When the image is ready, click Save to complete the upload.

Then, preview your invoice to see how it looks with your custom image:

Image size

The height of the invoice logo will always be 50px. The width will automatically scale based on the size of the uploaded image.

Example: If you upload an image that is 200px (width) and 100px (height), it will be automatically scaled down to 100px (width) by 50px (height).

Uploaded image

After you've uploaded an image:

click the image file name to clear the image and recall the upload dialog.
click the X to clear the image and recall the Select Image text.
if you click the logo-Site Setup option, your uploaded, custom image is automatically removed (and will have to be re-uploaded).

Member Management - Customize Your Invoice