How do I create and modify an invoice template?

Left Menu > My company > Preferences

In the preferences section of "My Company", you can create and edit invoice templates by following these steps:

1. Click on your name.
2. Then, click on "My Company."
3. Navigate to the Preferences tab.
4. Click on "PDF Invoice Templates."
5. Start creating a new invoice template by clicking on "New Template."
6. Select a base template.
7. Click on "Logo" to customize the size and position of your company logo.
8. Click on the logo if you want to change it. If not, the logo uploaded in the "My Company Info" section will appear.
9. Adjust the size and position of the logo if desired.
10. Click on "Details."
11. Enter a name for the template.
12. You can change the font or color if you wish.
13. Click on "Fields" to customize the invoice fields.
14. Here, you can add text above or below the item table.
15. You can also enable or disable the display of certain fields on the invoice.
16. Once finished, click on "Save Template."
17. The template is now created. If you wish, you can set it as the default template by clicking the star icon.
18. Click Edit to modify the template.
19. To clone the template, click on the three dots and select "Clone."
20. Click on "Delete" to remove the template.

You can now apply the invoice template when creating invoices.