Overview
Select or upload the layout that best represents your brand on PDFs.
Steps
Navigate to Finance Settings → Invoice Template.
Click the thumbnail of your preferred layout.
(Optional) Upload a custom PDF template.
Click Save.
Tips
Pick a clean, minimalist design for readability.
Test-print a sample to confirm margins and alignment.
Troubleshooting / FAQs
Q: Custom template margins are off.
A: Adjust page margins in your PDF editor before upload.
Q: Uploaded template doesn’t appear.
A: Refresh the page; templates can take a few seconds to render.