Templates and the document designer

Browse template types

Open Template and choose Invoice, Quotes, Receipt or Credit Notes. Each tab keeps its own built-in and customized designs.

Set a default template

Preview the available designs and choose Set as default for the current document type. New documents begin with that template.

Create a custom template

Choose Create Template to start from an existing design. Use the WYSIWYG controls for typography, colour, layout, padding, border, margin and logo size.

Test the result

Save the design, open a representative document and review multi-page output. Confirm optional sections, discounts, tax, signature, chop and QR placement.