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How to customize the document layout

How to customize the document layout

You can customize your invoice or document layout in different ways. Here is the step by step instruction.

On your dashboard, go to settings > document design

On the left side, you can select which document you want to customize and design.

At the top, you can select Templates, Style and Content.

Templates: Here you can choose between different templates or create your own.

Style: Here you can select and change the text color, size, style, and row padding. You can also change the background colour and border colour.

Content Here you can turn on/off blocks in the document design.

On the left side, you can select multiple buttons.

Logo & Background: Here you can upload your own logo’s and backgrounds and select how they are shown on your document.

Texts: Here you can change certain texts that are shown on your documents.

Company Information: Here you can change your company information and select where it is shown on your documents.

Columns: Here you can select which columns are shown on your documents.

Information: Here you can select which information is shown on your documents.

Attachments: Here you can upload attachments to your document.

General: Here you can select document name and currency that is shown on your documents. You can also turn email open & received on/off.

Labels: Here you can create and modify the labels that are shown on your documents.

To change the background and border color of your document, click the color box as shown in the picture below.

Choose your favorite color for your document.

You can change the font style and size of your document as shown below