Customize Invoice Template update your personal and banking data if necessary This data will be part of your invoice. download the default template Every client can have a custom template. You can always download the default template as a base for your custom template. open design mode in word and customize your template The design mode shows all data fields that will be filled out with your personal and invoice data. upload your customized template You can delete your custom template at any time. Then the default template will be used. If necessary you can recreate an already existing invoice with the new template "Re-Create" is a great function to test your customized template with real data.