Invoice and estimate templates

Invoice and estimate templates control the layout your clients see on every invoice, estimate and credit note: your logo, colours, sections and footer.

Make your own layoutCopy Anchor Link

Agiled's built-in layouts are marked System. You can't edit them directly, so start from a copy.

1. Open Templates and choose Invoices & estimates.
2. Open a template's menu and select Manage invoice templates.
3. On the layout you like, select Clone Template.
4. Enter a name for the copy, such as "Invoice with bank details".
5. Select Edit Template on the copy and change the layout, colours and wording.
6. Save the template.

To start from nothing instead, select Create template.

You're done when your new template appears in the list with a preview.

Use it for new invoices or estimatesCopy Anchor Link

1. On your template, select Set as Default.
2. Create a new draft invoice or estimate.
3. Preview it and download the PDF to check how it looks.

You're done when new drafts use your layout and it shows the Default badge.

Good to knowCopy Anchor Link

• Set defaults for invoices and estimates separately. Estimates often need different wording, such as an expiry date.
• A new default applies to new documents only. Open an existing invoice to change its template by hand.
• Preview with a realistic invoice: a long client name, several items, tax and a discount.
• If the list is empty, select Seed Defaults to bring back the built-in layouts.

RelatedCopy Anchor Link

• Customize finance templates
• Invoices
• Find and use a template