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Set up your template

How to change default settings

Updated over a month ago

You can choose from five templates:: Stripe, Classic, Serif, Modern or Simple

Each template shows different details (such as due date, bank, or company information), so you can pick the one that best fits your business.

What can I change?

  • Text size

    Change the text size to Large in the Template adjustment section​

  • Language and currency, Payment method and Due date. In some countries options like Default delivery date, Reference as invoice No., QR code or Rounding are available (depending on your business location)​

  • In the Estimate settings switch between using Quotes or Estimates.

  • Numbering

    You can change the format of your invoice numbering or set the next invoice number. Useful if you use your own numbering format or if your invoice list shall start with other invoice number than 1.

  • Labels
    You can change labels on documents, e.g. rename Estimate to Quotation

Changing Item code, Quantity and unit, Discount, Tax column, Due date, Payment method, Item price rounding and Custom labels has an immediate impact on all your documents. Please note that some changes you make will take effect only on new documents.

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