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Before you start making changes to your template, it is always a good idea to save a backup copy to recover it should you need it. You can always recover the sample templates from the link "Help with customizing templates" > "Sample templates".   |
How to modify the template
You can modify all the formatting of your text and placeholders and even add formulas or other Excel elements you may want to include in the invoices/quotes you generate.
Note you can also insert placeholders for any custom fields you may have created at different levels (company, order, project and job level). You will find the full list under the "Help with customizing templates" link.
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