Templates

Document Templates

📖 How to Use Templates

1. Select a category above (Invoice, Receipt, etc.) to filter templates
2. Click "+ Create Template" to create a new template
3. Use the Visual Builder to customize your template - select what to show, colors, fonts, and layout
4. Click "Preview" to see how it looks with sample data
5. Click "Save Template" to store your template
6. Set as Default to make it the default template for that category

💡 Tip: The visual builder generates HTML automatically. For advanced customization, you can edit the generated HTML/CSS manually. Make sure to set up your Company Information in Settings first!