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Document Templates

Document Templates

Set up different document types for proposals, invoices or budgets. Document types are used when generating PDF exports.
Kresimir avatar
Written by Kresimir
Updated over a week ago

Go to Settings > Document templates:

You will be able to create a new document by clicking Add document template. In the example below we already have 3 document types created for a Budget, Proposal, or Invoice PDF. 

Clicking on Add document template will take you to the next screen where you can:

  • Add a name to the document

  • Select the document type (invoice, budget or proposal)

  • Change the design (standard, elegant)

  • Decide which subsidiary it is for (if you're using this addon)

  • Change the document language

  • Add a tax or second tax

  • Add a standard note

  • Add a standard footer

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