You can change many default settings under Settings - Template design & settings such as language, payment method, template, color, text size, numbering and tax-related features. Please note that many changes will take effect only on new documents and 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

  • 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.

  • You can also enable the Barcode scanner - a handy tool when managing an online store or a stock with products or materials.

  • In 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.

  • You can pre-set your own texts on invoices and other documents. Enter a headline and a note which will appear on all new documents on yours. Use * for a *bold font* option on your Notes

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