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