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Customize your estimates and invoices

Paper size, payment terms, footer, email messages and notifications.

Guide 3 of 7 in Settings & account 3 min read 3 parts

What it is

Make every document look and read the way you want, once, instead of fixing each one.

1 Doc settings

  1. Open Settings → Doc settings.
  2. Choose Organize line items into sections and the PDF paper size (Letter or A4).
  3. Set the Payment terms (days) and the Payment processing fee (%).
  4. Write the Footer message and How to pay shown on invoices.

Columns, deposit, signatures and numbering are chosen on each document — the next one starts with what you used last.

2 Email messages

  1. Open Settings → Preferences.
  2. Write the default estimate and invoice email.
  3. Use {client}, {type}, {number}, {total}, {balance} and {business} — they fill in by themselves.

3 Notifications

  1. In Preferences, turn on the emails you want: when a client views a document, approves and signs, or declines.

Related guides

Set up your company info and logoYour logo, contact details and license show on every estimate and invoice. 3 min Contracts, terms and your signatureThe terms the client accepts and your signature on documents. 3 min Sales tax and markupsTax rates on items and a hidden markup on lines. 2 min

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