Settings
Finance templates
Design how your invoices and estimates look, with your logo, colors, and the sections clients see.
A finance template decides how your invoices and estimates look to clients: the layout, colors, fonts, and which sections appear. Set one up once and every new document uses it.
Create a template
- Open Settings › Finance and go to the General tab.
- Under templates, select Create template. To start from a ready-made design instead, open a system template's menu and select Clone.
- Enter a template name.
- In the editor, use the list on the left to turn sections on or off, drag them into order, or add new ones. The preview in the middle updates as you go.
- Select a section to change its settings on the right, such as which columns the line items show. Use the theme settings to set the accent color, font, and spacing.
- Select Save Template.
- Back in the list, open the template's menu and select Set as Default.
You're done when a new invoice or estimate preview uses your template.
What you can include
- Header: your logo, the document number, and the top layout.
- Recipient info: the client, billing and shipping details, reference, or project.
- Line items: your services with quantity, tax, and discount columns.
- Totals: subtotal, discount, tax, amount paid, and balance due.
- Footer: notes, terms, and your tax registration.
- Signature: an acceptance area on estimates.
Good to know
- System templates are read-only. Clone one to customize it.
- Changing the default affects new documents only. Existing invoices keep the template they were created with.
- Check a real-looking document. Preview an invoice with several line items, a discount, and tax, and download the PDF before you make a template the default.
- Invoices and estimates have separate templates and defaults.