Document designs, fields, and language
How do I edit a saved template and use it on a new document?
Save a design change before choosing it on a new document.
How do I build and preview an invoice template?
Create a reusable design, then test it with realistic document content.
How do I archive or restore an invoice template?
Archive a design you no longer want to offer for new documents.
How do I choose the columns in an invoice or estimate item table?
Choose which item details customers see, such as unit, quantity, or rate.
How do I add custom fields to an estimate?
Use a custom field for a whole-estimate detail, such as a project reference.
How do I change the Bill To and Bill From details?
Check the addresses and contact details printed on one document.
How do I translate the labels on an invoice template?
Translate the wording printed on one document design.
How do I change the background of customer document pages?
Style the page your customer opens from a document link.
How do I add a custom field to a document?
Save a reusable field, such as a purchase order number or a job reference.
How do I show or hide the Overdue stamp?
Hide the overdue label on the customer’s copy without changing the invoice balance or due date.
How do I choose a default invoice template for my business?
Set the design new documents start with. Previously saved documents keep their saved design.