Help · Administration
Templates in SwiftlyBooks
How your quotes, invoices, receipts and credit notes look when they print, and the notes and terms each starts with.
Change a template
- Choose the tab: Quotes, Invoices, Receipts or Credit notes.
- Under Template, choose the layout: Classic, Modern, Compact, Bold, Minimal or Letterhead.
- Write the Customer notes and Terms and conditions each new one starts with.
- On Purchase orders, the notes are Notes for the supplier.
- Check the preview, which is the PDF itself, then press Save.
Logo and colour
- Every template carries your logo, added in Settings under Company.
- The Colour is your logo's own, charcoal or blue, and the same on every template.
- A receipt can print on a till roll, 80 mm or 58 mm wide and in black, or on A4.
Good to know
- Each document can still change its own notes and terms as it is written.
- With property management, Letters to tenants sets the letters you send them.
Related
The same help is in the app: press the ? at the top of any page.