Skip to main content

How to Navigate the Templates Section

Settings → Templates opens one page, "Invoice Settings," split into five tabs: Branding & Template, Invoice Defaults, Reminder Settings, Email Templates, and…

Steps

  1. Go to Settings → Templates.
  2. Use Branding & Template to set your logo, accent color, and invoice template style.
  3. Use Invoice Defaults for default payment terms, titles, and notes.
  4. Use Reminder Settings and Email Templates to control automatic reminders and the wording of invoice-related emails.
  5. Use Invoice Column Settings to relabel or hide line-item columns.

Related Articles

  • How to Preview a Template Before Saving
  • How to Customise Your Invoice Header
  • How to Set a Default Invoice Due Date

Was this article helpful?

Your feedback helps us improve our documentation.