First, choose the design that suits you best and click the “Copy document template” button. Alternatively, you can create a completely new document template without using an existing one as a base.

Now a copy of the selected invoice layout will open. Give the document a name and set it as the default template if you wish to use it as your main invoice layout.

Below the general information section of the document template, there are three panels. By clicking the small triangle on the right side of each panel, you can open them to see different settings.

When hovering over invoice elements with your mouse, icons will appear.

trash bin – deletes this element from the document template.
edit data – allows you to choose which data is displayed (the options depend on the invoice element).
edit design – allows you to select the text color, size and style.

Rows can be added, deleted and moved.

Elements on the document template can be freely moved, deleted and added.
To add a new element to the document template, click on the element name (in the “Add elements” panel) and drag it to the desired spot on the template while holding down the left mouse button.

You can also adjust the header and footer settings separately.

The company’s logo will be displayed on the document template if it is saved in the company profile (Settings -> Company profile). If there is no logo, the company’s name will be shown instead.

While making changes, you can preview how the document will look by clicking the “Download PDF preview” button at the bottom.
If you are satisfied with the result, save the document.