Custom Invoice Templates

Advanced Markdown and Formatting

Add tables, blockquotes, horizontal rules, and inline HTML to your ConnectWise invoices for polished, professional formatting.

This guide covers formatting features beyond the basics. If you’re new to markdown in Better Invoice, start with Using Markdown in Your Invoice Templates first.

Tables

Use tables to display structured data in invoice comments — SLA metrics, asset summaries, license counts, or anything that reads better in rows and columns.

Syntax

Separate columns with | and add a header row with dashes.

| Metric | Target | Actual |
|--------|--------|--------|
| Uptime | 99.9%  | 99.97% |
| MTTR   | < 4 hr | 2.1 hr |
| Tickets resolved | 100% | 98.5% |
Renders as
MetricTargetActual
Uptime99.9%99.97%
MTTR< 4 hr2.1 hr
Tickets resolved100%98.5%

Column alignment

Add colons to the header separator row to control alignment.

SeparatorAlignment
|------|Left (default)
|:-----|Left
|:----:|Center
|-----:|Right

Right-align columns that contain numbers for easier scanning:

| Service              | Users | Monthly    |
|----------------------|------:|-----------:|
| M365 Business Basic  |    18 |    $108.00 |
| Endpoint Protection  |    24 |    $300.00 |
| Backup & Recovery    |     3 |    $150.00 |
Renders as
ServiceUsersMonthly
M365 Business Basic18$108.00
Endpoint Protection24$300.00
Backup & Recovery3$150.00

Formatting inside tables

You can use bold, italic, code, links, and :ph-icon-name: icons inside table cells. Each cell supports inline markdown.

| Status | Service |
|--------|---------|
| :ph-check-circle: **Active** | Managed Endpoint Protection |
| :ph-warning: *Pending* | Backup Migration |

Blockquotes

Use blockquotes to call out important information — payment terms, disclaimers, upcoming changes, or notes that should stand apart from the rest of the text.

Syntax

Prefix each line with >.

> Payment is due within 30 days of the invoice date.
> Late payments are subject to a 1.5% monthly fee.
Renders as

Payment is due within 30 days of the invoice date.
Late payments are subject to a 1.5% monthly fee.

Multi-paragraph blockquotes

Separate paragraphs inside a blockquote with a blank > line.

> **Scheduled maintenance window**
>
> We'll be performing firmware updates on Saturday, April 12
> from 8:00 PM to 11:00 PM. Expect brief connectivity
> interruptions during this time.
Renders as

Scheduled maintenance window

We'll be performing firmware updates on Saturday, April 12 from 8:00 PM to 11:00 PM. Expect brief connectivity interruptions during this time.

Horizontal rules

Use horizontal rules to visually separate sections within a comment or description. Type three or more dashes on their own line.

Syntax

## March Summary

- **127** tickets resolved
- **12** patches applied

---

## Looking Ahead

Your next maintenance window is April 12.
Renders as

March Summary

  • 127 tickets resolved
  • 12 patches applied

Looking Ahead

Your next maintenance window is April 12.

Task lists

Use checkboxes to show completed and pending items — useful for monthly summaries or project status updates in invoice comments.

Syntax

- [x] Firewall firmware updated
- [x] SSL certificates renewed
- [ ] QBR scheduled for April
- [ ] Backup migration in progress
Renders as
  • ☑ Firewall firmware updated
  • ☑ SSL certificates renewed
  • ☐ QBR scheduled for April
  • ☐ Backup migration in progress

Use [x] for completed items and [ ] for pending items. The brackets must come immediately after the list marker (-).

Inline HTML

When markdown doesn’t offer enough control, you can write raw HTML directly in any markdown-enabled field.

Colored text

Use any hex color, or use var(--primary) and var(--secondary) to pull colors from your template settings.

<span style="color: #16a34a;">● All systems operational</span>
Renders as
● All systems operational
Status: <span style="color: #dc2626; font-weight: 600;">Past due</span>
Renders as
Status: Past due
<span style="color: var(--primary); font-weight: 600;">Your brand color here</span>
Renders as
Your brand color here

Badges and tags

<span style="background: #dcfce7; color: #166534; padding: 2px 8px; border-radius: 4px; font-size: 0.85em; font-weight: 600;">Active</span>
<span style="background: #fef9c3; color: #854d0e; padding: 2px 8px; border-radius: 4px; font-size: 0.85em; font-weight: 600;">Pending</span>
<span style="background: #fee2e2; color: #991b1b; padding: 2px 8px; border-radius: 4px; font-size: 0.85em; font-weight: 600;">Expired</span>
Renders as
Active  Pending  Expired

Small text

<small>*Prices effective as of March 1, 2026. Subject to change with 30 days notice.*</small>
Renders as
Prices effective as of March 1, 2026. Subject to change with 30 days notice.

Highlighted text

Total due: <mark>$1,450.00</mark>
Renders as
Total due: $1,450.00

Superscript and subscript

Service agreement  <sup>1</sup>

<small><sup>1</sup> Subject to the terms outlined in your MSA dated Jan 15, 2026.</small>
Renders as

Service agreement 1

1 Subject to the terms outlined in your MSA dated Jan 15, 2026.

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