Skip to main content
All CollectionsSettings
Customize your paperwork templates
Customize your paperwork templates
Catherine avatar
Written by Catherine
Updated over 9 months ago

On the Templates tab within settings, you are able to customize the template for your Invoices, Estimates, and Work orders; in addition to choosing from our 'Modern' and 'Classic' templates. Once you have filled out your fields accordingly, you may preview your template by clicking the 'Preview' button.

After selecting 'Preview' you can see your template come to life from the customer's view! Cool, right?

Did this answer your question?