Document Designer

With the Document Designer, we offer you a convenient way to create your document templates via the dashboard. You can find the Document Designer under “Tools – Templates.”

In the bottom-left area, you can select the document you want to edit. Available options are “Invoices, Receipts and Delivery Notes.”
Once you have selected the desired document, you can choose on the left side next to the document which section you want to edit. We start with “General.”
Here you can change the document “Size,” “Font / font color,” and the “Title.”

Please note that all changes will only become visible after you click the “Preview” button.

If the error message “Error Image exceeds maximum filesize” appears when uploading the logo, simply log out briefly and log back in. You can then upload the image (png, jpeg, bmp) again.

Customize the main section

In the “Main section,” you can decide whether you want to “Highlight table rows.” You can also adjust the “Salutation” and the “Main text,” and define which categories of the “Single products” and the “Total” section are displayed.
Currency formatting is also possible. You can rephrase the individual fields as you like and customize your invoice accordingly.

Customize the footer note

Finally, you can freely edit the text passage in the “Closing text & Footer” section. Once you are finished with all changes, simply confirm by clicking “Save,” and your document will appear exactly as you want it.

In this article we only used the “Invoice” example; however, the procedure and selection options for “Receipts” and “Delivery notes” are almost identical.
Only for the “Receipt” there is an additional option to change the labels for “Place, Date, Signature” and “Amount received.”

Update the app

The last step is to update your app.

Note: You can disable automatic app updates in the Apple settings. This gives you more time to adjust your invoices to your preferences.