Invoice settings: templates, quotes, logo and colours

Choose a design for invoices, quotes, credit notes and receipts, and decide what prints.

Open Settings, Organisation, Invoice settings to control how your documents look.

• Eight designs: Standard, Professional, Spreadsheet, Elegant, Minimal, Compact, Corporate and Bold.
• Logo, colour (preset swatches or a custom colour) and labels.
• What prints: notes, bank details, terms, signature line, footer, page numbers, and the total in words, which can be switched off.
• A custom document title, for example PROFORMA INVOICE.
• Extra fields, defined once, with Show on invoice to print them.
• PDF language: English, Arabic, or both.

Separate templates per document

Invoices and credit notes, quotes, and payment receipts each keep their own template. A Download preview PDF button lets you check the result before you use it.

Quotes

Quotes start from your invoice style and branding, with a quotation footer, a valid until date and no bank details. You can change any of this on the quotes template.