Invoice and quote templates

You can customise the appearance of your invoices and quotes by choosing a pre-designed template and selecting the colours you want to use. The theme you choose for your invoices and quotes will automatically be used for all invoices you print and send to your customers until you decide to change it.

To customise your invoice and quote template

1. 1. 1. 1. From the Settings menu, choose My business details.
         2. Click the Templates link at the top right hand side of the page. The Invoice and quote template page appears.

1. 1. 1. 1. In the Select theme list, choose the invoice template you want to use. You can view a preview of the invoice at any time by clicking Preview.
         2. Select where you want your logo to appear on the invoice by choosing the Left or Right option for Logo placement.

If you haven’t already uploaded a logo, you can do so by clicking the Do you wish to load a logo? link on the right hand side of the page. See Logo.

1. 1. 1. 1. Choose a Header colour and Header text colour by clicking in the coloured boxes displaying the current colours and selecting new colours in the popup boxes.

Alternatively, if you know the hexadecimal colour code for these colours, enter them in the text fields.

1. 1. 1. 1. If you want to position your customers’ addresses so that they will be visible when folded and placed in a windowed envelope, select the Position address for windowed envelope option.
         2. When you’re happy with how your invoices and quotes will appear, click Save. It’s a good idea to preview your theme both on screen and when printed so you can be sure that it will display in the way you want.