Document Designs

How to design the PDFs your customers and vendors receive — invoices, estimates, statements, purchase orders and receipts — and preview the real document.

Every invoice, estimate, statement, purchase order and receipt has a PDF, drawn with the design in use for that kind of document. Set designs up in Accounting → Settings → Templates.

What a design sets

The business name printed on the document. Blank uses your company name.
The heading. Blank uses the document’s own name, like INVOICE.
An accent color for the stripe and headings. A color too light to read on white is used for the stripe only, and the text stays black.
Terms and a footer.

Which design is used

Mark one design “in use” for each kind of document. That design draws every PDF of that kind from then on — when you open it in Seayora, when a customer opens it on their portal, and when it is attached to an email. With no design in use, the standard Seayora design is used.

Preview the real PDF

Preview the PDF draws your design on a sample invoice with the same renderer your customers get, so what you see is what is sent.

Opening a document

An invoice: open it from Invoices and choose Open the PDF.
An estimate: open it and choose Open the PDF.
A statement: from a customer, or Sales → Statements, for what is open today.
A receipt: beside any payment you received.
A purchase order: open it and choose Open the PDF.

Frequently asked questions

If I change a design, do earlier documents change?

A PDF opened after the change is drawn with the new design. A copy already emailed is a file the recipient keeps, and it does not change.

Can I use a different design for each customer?

No. One design is in use for each kind of document.

Can I add my logo?

Not yet. The business name, heading, accent color, terms and footer are what a design sets today.

Do the custom fields I add show on an invoice PDF?

Yes. An invoice’s custom fields with a value are printed on its PDF.

Related guides

Related features and guides

Invoices, Estimates & Statements — Documentation. How to create, brand, and send invoices, estimates, and statements — with a price book, good / better / best options and acceptance on the spot — turn estimates into invoices, and get paid online.
Custom Fields — Documentation. How to add your own fields to customers, vendors, invoices, bills, items and jobs, and fill them in on the website and in the app.
Books Modules — Documentation. How to switch off the parts of your books you do not use — recurring invoices, progress invoicing, budgets, bank feeds, the customer portal and more — and what switching one off does.
Invoicing, Estimates & Statements — Feature. Create invoices and estimates, send customer statements, and collect payment through the same rails as rent — with everything posting to the ledger automatically.
Contracts, Change Orders & Purchase Orders — Feature. Signed contracts, documented change orders, and purchase orders — so scope creep becomes a billable, agreed change instead of an argument at invoice time.
Accounts Receivable & Collections — Feature. Track outstanding balances across tenants and customers, age receivables, and run collections workflows before small arrears become large ones.