Invoice and estimate templates

Templates set how your invoices and estimates look to clients, on screen and as a PDF. Pick one that matches your brand and every new document uses it.

Customise a templateCopy Anchor Link

1. Open Settings › Finance Templates.
2. Switch between Invoice and Estimate templates.
3. Open the menu on a template and select Clone Template. Built-in templates marked System can't be edited, so start from a copy.
4. Give the copy a clear name.
5. Open it with Edit Template, then change the blocks, layout, colours and logo.
6. Save the template.
7. Open its menu again and select Set as Default.

You're done when a new draft invoice or estimate opens with your template.

Good to knowCopy Anchor Link

• Every template prints your business name and details in a From block next to Bill To. Without a logo, your business name appears at the top instead. Business details come from workspace branding.
• Changing the default affects new documents only. Existing invoices and estimates keep the template they were saved with.
• Test a new template on a draft with several lines, a discount and a long client name before you make it the default.

RelatedCopy Anchor Link

• Finance template settings
• Finance template editor
• Create an invoice