Overview
Choose and configure the visual layout of your PDF invoices.
Steps
Go to Settings > Finance Settings > Invoice Template.
Select one of the thumbnail previews.
Click Save.
Preview by generating a test invoice and clicking the PDF icon.
Tips
To upload your logo or signature, use Settings > Finance Settings > Invoice Settings.
Keep templates consistent with your brand colors and fonts.
Troubleshooting / FAQs
Q: My logo isn’t showing on the PDF.
A: Ensure it’s a PNG under 1 MB and upload in Invoice Settings tab.
Q: I need a custom layout.
A: Contact support to request a custom template file.