Create a reusable design, then test it with realistic document content.

1. Open Invoice Templates

Under Templates, open Invoice Templates. Choose a provided design to customize or open a custom design you own.

2. Edit the design

Select text, images, document fields, or the item table on the canvas. Use the settings for that selected element to change wording, size, spacing, or colour.

Select an element to see its design settings.
Select an element to see its design settings.

3. Check a realistic preview

Preview a document with long descriptions, several lines, taxes, and a second page if you use them. Check table columns, page breaks, and the totals area.

4. Save the template

Save the design. Choose it in a new invoice draft, save that invoice, and check its customer preview before using the template for real work.