Document templates

Settings → Templates. Every PDF you export — invoices, quotations, bills — is laid out by a template. This screen adjusts that layout: margins, what the header shows, which columns the items table carries, where the signature block sits.

The defaults are fine

Documents print properly without you ever opening this screen. Come here when you want something specific — a bigger logo, a hidden column, space for a pre-printed letterhead.

What you are looking at

Pick the Document Type first — each document keeps its own template, so changing the invoice layout never touches your quotations. Then work through the section cards, top of the page to the bottom:

Card	What it controls
Page Layout	Margins and per-page offsets — the one to visit if you print on letterhead
Header	Company name, logo, and whether they show at all
Contact & Details	The bill-to block and the date/number details beside it
Items Table	Which columns appear and how the lines are presented
Summary & Totals	The totals block at the bottom
Signature Block	Space to sign, if your documents need one
Typography	The font family and sizing
Background Overlay	A watermark or backing image behind the content

Changes affect future exports of that document type. A PDF you generated last month is a file on disk — nothing here rewrites it.

Check it worked

Open any finalised invoice and export the PDF — the new layout is what comes out. Keep a copy of the old export if you want to compare side by side.