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Document templates

Design how your quotes, invoices, and other documents look.

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Edit a template

In Settings, find the template and choose Customise template.

  1. Sales tab: Invoice template and Credit note template.
  2. Customers tab: Quote template and Statement template.
  3. Purchase tab: Purchase order template.
  4. Delivery tab: Delivery picking slip template and Delivery note template.
  5. Inventory tab: Catalogue template.
  6. Production tab: Production label template.
The invoice template designer

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