How to customise invoice templates and terms & conditions

Choose a document design

In Invoices & Quotes, open Templates. One design is used for every invoice, quote and receipt you send - on screen, in the emailed PDF and on the public link. Switch between Invoice, Quote and Receipt, filter by style (Recommended, Industry, Professional, Modern, Creative, Minimal), and pick one.

Open a template to customise it - colours, fonts, logo size, decoration, photo and which sections show - then press Set as default.

Terms & conditions

Open Terms & Conditions. Press Edit Default Terms to change the terms printed on every invoice and quote, or Create New Template to save another set (for example for services).

Your default terms are shown at the top. Under Terms Templates, press Use to apply one, Set Default to make it the default, or Edit to change it.

Good to know

• You can still change the terms on a single invoice or quote while you create it.
• Your logo and business details come from Settings > Business.