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How to select and edit PDF templates
How to select and edit PDF templates

Templates allow you to change the look of your invoice and estimate PDF files.

Invoicer avatar
Written by Invoicer
Updated over a week ago

Invoicer now provides custom PDF templates that you can use to edit the style and information of your PDF invoices and estimates. Learn how to select templates, edit the style, and information.

You'll need to download the PDF to view your document with a selected template.

How to select a template

  1. To select a template, click or tap Templates in the menu:

How to select templates in the Invoicer menu

Or from the PDF button settings:

You can select a template from the drop-down menu as well as edit the template settings.
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After clicking or tapping templates in the menu or view templates or the settings icon in the drop-down, you are brought to the template selection screen:

PDF template selection screen

We currently have two template styles. Our standard template and our new modern template. We will be adding more template styles.

2. Select a template style.

How to edit the template style and information

  1. To edit the template style and information, click the settings icon.

Select the template settings to edit the template style and information

2. You are brought to the template settings screen, where you can edit the template style and data.

You will see the settings on your left and a preview of what the document looks like on the right. You can select the Preview with placeholder data to see what the document will look like with sample information.

Template style

  • Logo

  • Header/footer background color

  • Header/footer text color

  • Items header background color

  • Items header text color

  • Items header background color

  • Header/footer on all pages

Template data

You can edit and choose which of the following to display on your document:

  • Heading (font size adjustable)

  • Name (font size adjustable)

  • Address

  • Phone

  • Email (You can set this to any value)

  • Site URL

  • Notes

  • Terms

Viewing the selected template

Once you have picked a template and edited the style and data, select an invoice or estimate, then click the PDF button to download a PDF and see what your document looks like:

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Here is an example of the PDF invoice using the new Modern template:

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