You can change many settings under Settings - Template design & settings such as:


payment method



text size


tax and tax-related features

Please note that many changes will take effect only on new documents - your past documents stay unchanged.

  • Navigate to Settings - Template design & settings
    Website: choose Document settings, VAT settings, Numbering, Texts, Email settings, Automatic reminders and Local settings
    Mobile app: you'll find Email templates & settings and Automatic reminders in  separate sections

  • Text size

    Change the text size to Large in the Template adjustment section

  • You can pre-set the language and currency of your invoices as well as Payment method and Due date. In some countries options like Default delivery date, Reference as invoice No, QR code or Rounding may be available as well (depending on your business location)

  • A change to settings such as Item code, Quantity and unit, Discount, Tax column, Due date, Payment method, Item price rounding and Custom labels has an immediate impact on all your documents.

  • In the Estimate settings switch between using Quotes or Estimates. Take a look here to learn more.

  • Enable the Barcode scanner

    It's a handy tool when managing an online store or a stock with products or materials.

  • Change the Numbering

    You can change the format of your invoice numbering or set the next invoice number. Useful if you use your own numbering format or if your invoice list shall start with other invoice number than 1.
    Take a look here to learn more about numbering.

  • Change texts on invoices and other documents

    Enter a headline and a note which will appear on all new documents on yours. Use an asterisk for a *bold font* on your Notes

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