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Finance templates control the layout and branding of customer-facing finance documents. Use them to keep invoices, estimates, and credit notes consistent.

Treat finance templates as customer-facing design and compliance assets.

Open Finance Templates

Open Settings > Finance Templates or the finance template area from the templates section. Choose the document type you want to edit, such as invoice, estimate, or credit note.

Confirm which document type is affected before editing. Invoice, estimate, and credit-note templates can look similar in the editor but serve different customer workflows.

Customize a Template

Open the template.
Review the preview.
Adjust the visible blocks, layout, colors, and branding options.
Save the template.
Set it as the default if it should be used automatically.

Make layout changes with realistic customer data in mind. Long names, multi-line addresses, discounts, tax lines, and many line items can expose issues that a short preview does not show.

Choose the Right Template Type

Customize invoice, estimate, and credit note templates separately. A layout that works for invoices may not work for estimates that need signature blocks, approval terms, or optional line items.

If different brands, services, or regions need different customer-facing layouts, clone templates intentionally and name them clearly.

Clone Before Major Changes

Clone a template when you want to test a new layout without changing the current default. After review, set the new template as default if it should replace the old one.

Keep the previous default available until the new template has been tested with realistic short and long documents.

What to Review

Check that:

Logo and colors match your brand.
Customer, invoice, estimate, or credit note details are visible.
Line items and totals are easy to read.
Notes, terms, tax details, and payment instructions appear where expected.
The design works for both short and long documents.

Also check the public page and downloaded PDF where available. Customers often open finance documents outside the editor, so the exported view matters as much as the on-screen preview.

Use realistic edge cases during review: long customer names, long addresses, multiple taxes, discounts, many line items, a zero-balance credit note, and payment instructions. Template issues often appear only in these cases.

Test Before Default

Create a draft invoice, estimate, and credit note with the template. Preview and download the PDF before making it the default for customers.

If recurring invoices or workflows rely on a template, confirm those generated documents still look correct after the change.

After changing the default, create one fresh draft document. Existing drafts may still use the previous template, so a new draft is the clearest test of the default behavior.

Customer-Facing Review

Before using a template live:

preview in the browser
download the PDF
check logo, colors, and business details
check payment instructions and terms
check tax and totals
check long line items and notes
send one internal test if the document email uses this template

Keep old templates until the new one has been used successfully for real documents.

Rollback Plan

Before replacing a default template, keep the previous template active and note which documents use the new layout first. If the new template causes PDF, payment-instruction, or branding issues, switch the default back and fix the custom template before trying again.

Customize Finance Templates