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Customise Quote & Invoice Templates

Change the appearance of your quotes and invoices

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Written by Nathan Whiteman

From the 'Company' tab on the left-hand menu bar under "Control Panel", select 'Quotes, Invoices and Purchase Orders'.

In this section you can create your ready made template.

Editing Quote Display Settings

You can select a ready made template, adjust the terms and conditions and add your company logo.

Editing Invoice Display Settings

You can adjust the title of your document to adapt to your personal preferences (e.g. Bill of Works, Sales Invoice etc.).

Once you have saved your preferences you can select a Preview
(please note to save you need to press "Update Settings").

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