Agiled Docs

Finance templates control the customer-facing layout for invoices, estimates, and related finance documents.

What Templates Control

Templates can control branding, colors, labels, business details, customer details, totals, payment instructions, notes, and PDF appearance.

Templates affect what customers see, so treat them as customer-facing assets. Review them with realistic data before using them for live invoices or estimates.

Open Finance Templates

Open Settings > Finance Templates.
Choose invoice templates or estimate templates.
Search when the template list is long.
Open a template menu for clone, edit, set default, or delete actions.

Create or Edit a Template

Create a new template when the workspace needs a distinct document layout. Edit an existing custom template when the structure is already close.

System templates can be used and cloned, but they are not edited directly. Clone a system template first when you need custom changes.

Start from the closest existing template. Clone it, rename it clearly, then make small changes and preview the result. Use a sample invoice or estimate that has multiple line items, a discount, taxes, a long customer name, and payment notes.

Avoid making several layout changes at once. If the preview becomes hard to read, revert the last change in the custom template instead of switching the workspace default immediately.

Template Actions

Edit Template: opens the template editor for custom templates.
Clone Template: copies an existing template and asks for a new name.
Set as Default: makes the template the default for new documents of that type.
Delete Template: removes a custom template when it is no longer needed.
Seed Defaults: restores or creates default system templates when available.

Default Templates

Set one invoice template and one estimate template as the default. New documents use the default unless the user chooses another template in the document form or finance settings.

Changing the default affects future documents. Existing saved invoices and estimates keep their saved template data unless edited.

After changing a default, create a draft invoice or estimate and preview the PDF. This confirms the correct template is being selected for new documents.

Template Use Cases

Use separate templates for:

standard invoices
retainer or recurring invoices
high-detail service estimates
short one-page quotes
brand-specific documents
seasonal or campaign-specific offers

Keep the template list small enough that users can choose confidently.

Template Safety

Preview templates with realistic invoice and estimate data. Check long customer names, multiple line items, taxes, discounts, and attachments before using a new template broadly.

Also check:

logo size and contrast;
long business and customer addresses;
tax breakdown visibility;
payment instructions;
signature blocks on estimates;
PDF output;
mobile public-page layout where applicable.

When To Clone Instead Of Edit

Clone when you need a seasonal template, a brand-specific template, a different layout for one service line, or a safe copy for experimentation. Edit only when the current custom template should change for everyone using it.

Retire Old Templates Carefully

Before deleting a custom template, check whether sales, finance, or recurring billing still uses it. Rename old templates as archived when users need to recognize historical layouts, then remove them only when no active process depends on them.

After changing the default template, tell users who create invoices or estimates so they know which layout customers will see next.

Finance Templates