The Invoice and quote settings page, located in under your Settings menu, gives you a number of customisable options for your business's invoices and quotes, payment terms, emails and How to pay details.

From Invoice and quote settings, 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.

You can also enter the details of how your customers can pay you. This information will be included in the How to pay section of your invoices.

If you enter Notes when you create a quote or invoice, this will appear in the Notes section of the printed or emailed quote or invoice.

And if you email invoices and quotes to your customers, you can change the default content of the email you send with quotes or invoices.

For more detailed information on how you can customise your Essentials, check out the pages below:

• Choose a layout type
• Change the look of your invoice and quotes
• Choose your default payment terms
• Set up your How to pay details
• Set up default invoice and quote emails