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How to Select and Edit Templates
How to Select and Edit Templates

Learn how to change the invoice and estimate templates as well as edit them.

Invoicer avatar
Written by Invoicer
Updated over a week ago

Learn how to change the PDF template for invoices and estimates. You can also make some edits to the templates.

Learn how to select and edit the invoice and estimate templates

Learn how below:

How to select a template

Invoicer gives you the power to customize your invoice and estimate PDF files with different template styles.

You can select PDF templates from the editor, or from the menu.

To select a PDF template from the editor, follow the steps below.

1. From the editor, click the settings icon beside the PDF button:

How to select a template

2. Select a template style:

Select a PDF template

To select a PDF template from the menu, follow the steps below.

1. Expand the Invoices or Estimates menu item and select PDF Templates:

2. Select a template style:

How to edit templates

Once you select a template, you can edit it to better suit your needs.

1. To edit a template, click the settings icon next to the template name in the editor or on the PDF templates page:

Edit a template

2. This opens up the PDF config where you can edit the following and see a preview of what the PDF document looks like as you edit:

PDF config

Below are the items that are editable.

Style

  • Default logo

  • Title color

  • Header / footer on all pages

Data
The data section allows you to select which fields from the From section (your info) are visible, and also allows you to add an email and website URL:

  • Heading (edit font size)

  • Name (edit font size)

  • Address

  • Phone number

  • Email

  • Site URL

  • Notes

  • Terms

Try it for yourself by selecting an invoice template and making some edits

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