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Set up your template

Change default settings such as color, layout and template. Hide, show or rename documents, rename labels and change texts

Updated over 2 months ago

You can choose a template under Settings - Template settings

Select one of our five templates: Stripe, Classic, Serif, Modern or Simple

Templates display different details (due payment, bank or company details), you can choose which one is best for your business.

Please note that some changes you make will take effect only on new documents.

What you can 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.
    ​Take a look here to learn more.

  • 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.

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