Invoicing and receipts

Document templates

You can customize your invoices and other documents using Document template.

Documents you can customize

You can customize the following documents with Document Templates:

  • Invoices
  • Quotes
  • Credit notes
  • Purchase orders

How to customize

To create a custom Document Template:

  1. Go to Document templates in the left side menu
  2. In top right corner, click Create document template and choose the type of document you want to customize
  3. Customize your document then click the Preview button in the top right corner to preview the PDF.
  4. Click Save
  5. Now, when you create a document such as an invoice, you will be able to choose the document template to apply