Templates and versions
Each document type has a template. Open Templates to see them.
Editing a template
Section titled “Editing a template”- Blocks and Design: change layout, colours, fonts, logo size and which fields appear, with a live preview.
- Liquid and CSS: for full control, edit the template code. The app checks the template before saving and shows the line of any error.
Versions
Section titled “Versions”Every save creates a new version. Open Version history on a template to see earlier versions and Restore one.
Issued documents always keep the version they were created with. Changing a template affects only documents issued afterwards, so past invoices never change.
Custom templates
Section titled “Custom templates”Paid plans can create additional templates (for example one for wholesale orders): Starter 5, Growth 20, Pro 100. Use Create template on the Templates page.
Images
Section titled “Images”Upload your logo and other images under Images and use them in any template.