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How to Choose an Invoice Template

Choose an invoice and quote design that matches your brand.

Learn how to preview, select, and switch invoice and quote templates to match your brand.

Choose an invoice and quote design that matches your brand.

How to Choose an Invoice Template
  1. 1

    Browse available templates

    The Templates page shows every available design, from Professional to Creative to Simple.

  2. 2

    Preview before choosing

    Click preview on any template to see how your data will look before you commit to it.

  3. 3

    Set your default template

    Select a template as preferred and it will be used automatically for every new invoice and quote.

  4. 4

    Override per document

    Change the template on an individual invoice or quote at any time without changing your default.

  5. 5

    Match your brand

    Pick a style — formal, modern, or minimal — that fits how you want your business to be perceived.

Tips

  • Changing your default template never alters PDFs you already generated.
  • The same template library applies to both invoices and quotes.
  • A simple, clean template tends to print and scan best.