Document Templates

How to design brandable invoice, estimate, and statement templates with a live preview.

Templates make every document look professional and consistent, with your branding baked in.

What you can customize

Business name, logo, and accent color.
Header label, footer message, and default terms.
A default template per document type.

A live preview shows exactly how the finished document will look as you edit. Set defaults so new invoices and estimates use your branding automatically.

Multiple templates for multiple brands

If you operate under more than one business name or brand, keep a separate template per brand and set the right default per document type — no need to manually restyle each document you send.

Frequently asked questions

Can I have a different template for each customer?

You can create as many templates as you need and choose which one applies per document — useful if certain customers expect a specific format, or if you run more than one brand.

Will changing a template affect documents I already sent?

No — a template change only affects new documents created after the change. Previously sent invoices and estimates keep the look they had when they were sent.

Can I include my logo on a template?

Yes — upload your logo as part of the template setup so it appears consistently on every document that uses that template.

Do templates support different currencies?

Where multi-currency is enabled as an advanced module, templates can reflect the currency of the specific transaction rather than a single fixed currency.