Location:  Bookkeeping module > Dashboard > Client specific > Settings > General Settings > Invoice Templates


Refer to the link


You can select a theme for the invoice template, and once selected, will apply to all invoices.

  • Click the preview button to preview the invoice template. Edit button to Edit the template. Whilst editing the invoice template you can add Bank Account details, VAT No. etc.

  • Word format Invoice template can also be downloaded from the action drop-down. It’s a zip folder consisting of the templates Invoice, Credit Note, Dividend and Quotation. All of which can also be edited and uploaded.



Click here to watch how to customise Bookkeeping Invoices