Agiled Docs

Finance templates control customer-facing finance document layouts.

Use finance templates to standardize how customers see invoices, estimates, and credit notes. Templates should match your current branding, legal details, payment instructions, and tax display.

Open Finance Templates

Open Templates.
Go to Finance templates.
Review invoice, estimate, and credit note templates.

Each template card shows the template name, document type, default status, and edit action.

Create a Finance Template

Select Create template.
Choose the document type.
Configure layout, sections, colors, and default content.
Save the template.
Preview a finance document before sending it to a customer.

Use a test document for previewing instead of a live customer invoice. This lets you check spacing, terms, branding, tax display, payment instructions, and footer copy without changing a sent record.

Create separate templates only when the document purpose is meaningfully different, such as standard invoices, retainer invoices, short estimates, signed estimates, or credit notes. Too many templates make it harder for users to pick the right one.

Default Templates

Default templates are used when new finance documents need a starting layout. Use one default per document type so invoices, estimates, and credit notes stay consistent.

Changing a default affects future documents, not necessarily every existing draft or sent document. After changing a default, create a test invoice, estimate, or credit note and preview the document before sending real customer work.

When to Edit Finance Templates

Edit a finance template when you change branding, payment instructions, customer-facing terms, line-item layout, tax display, or document footer text. After editing, create a test invoice or estimate and review the preview.

Review templates after changing workspace branding, company legal details, payment gateways, tax settings, finance numbering, or custom domains. Finance documents are often shared outside the workspace, so old branding or payment copy can create customer confusion.

Review Dependencies

Before deleting or replacing a finance template, check recurring invoices, workflow-generated invoices, saved process docs, and team instructions. If a template is still referenced, clone it or mark the old one clearly instead of removing it without a replacement.

Template Review Checklist

Before making a template default:

preview an invoice, estimate, and credit note when applicable
check logo, colors, business details, and footer text
check tax, discount, subtotal, total, and balance display
check payment instructions and offline payment copy
check long customer names and multi-line item descriptions
confirm the document still looks correct after download

If the template fails with realistic data, fix the template before setting it as default.

After Template Changes

Tell finance and sales users when defaults or customer-facing wording changes. Then preview the next real draft before sending it.

Template Ownership

Assign an owner for finance templates. That owner should review templates after branding, numbering, tax, payment gateway, legal name, address, or domain changes.

Do not let each user create their own invoice layout unless the business process requires separate document formats.

Test With Realistic Documents

Before making a finance template the default, preview it with a realistic invoice or estimate: long customer name, multiple line items, taxes, discounts, notes, terms, and payment instructions. Download the PDF as well as checking the browser preview.

If the template is used for estimates, confirm approval or signature areas stay clear and do not hide terms.

Finance Templates