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Document customization

How to customize quotes and invoices

Use Documents to control templates, colors, fonts, messages, and previews for your documents.

Updated

For: Owner, Admin

Before you start

  • Have your business logo and colors ready.
  • Do not save changes when you are only reviewing.
  • Review invoice and quote views before applying the design.

1. Open the screen

  1. Go to Settings.
  2. Open Business profile and then Documents.
  3. Review templates, typography, colors, and preview.
1. Open the screen

2. Change document type

  1. Use Invoice, Quote, or Quote + deposit.
  2. Review each type before saving changes.
  3. Confirm logo, colors, and buttons look right.

3. Save when ready

  1. Adjust messages and styles in the left column.
  2. Review the preview in the center.
  3. Click Save only when the design is ready.

States and options you may see

Invoice

Means: Shows how invoices will look.

Next step: Review totals, notes, and payment button.

Quote

Means: Shows how quotes will look.

Next step: Review terms, services, and design.

Save

Means: Applies changes to future documents.

Next step: Use it only when everything is reviewed.