Document designs, fields, and language

Edit a saved template and use it on a new document Save a design change before choosing it on a new document.

Build an invoice template and preview it with sample details Create a reusable design, then test it with realistic document content.

Archive or restore an invoice template Archive a design you no longer want to offer for new documents.

Choose the columns customers see in the item table Choose which item details customers see, such as unit, quantity, or rate.

Add extra information to an estimate with custom fields Use a custom field for a whole-estimate detail, such as a project reference.

Change the Bill To and Bill From details Check the addresses and contact details printed on one document.

Translate the labels on an invoice template Translate the wording printed on one document design.

Change the background of customer document pages Style the page your customer opens from a document link.

Add a custom field to a document Save a reusable field, such as a purchase order number or a job reference.

Show or hide the Overdue stamp Hide the overdue label on the customer’s copy without changing the invoice balance or due date.

Choose a default invoice template for your business Set the design new documents start with. Previously saved documents keep their saved design.