Report templates
Brand kitDesign the reports and documents your clients get. Change them yourself, see the result on real jobs, and publish when you're happy. Reports already sent keep the version they were sent with.
Blocks · drag onto the page, or click to add
Template settings
Brand kit
Used on every report, quote, invoice and PO. Changes show on new documents straight away. Documents already sent keep how they looked when they were sent.
Logo
Required: invoice templates can’t be published without it.
Shown in the header when turned on in a template.