Templates control how the invoice/estimate PDF looks. Branding comes mainly from Business Profile.

Branding sources

PDF templates use:

• Business name
• Logo
• Business address
• Phone
• Email
• Country
• Tax number
• Payment instructions
• Payment QR/link where supported

Built-in templates

Available template options:

• Template 1
• Template 2
• Template 3
• Template 4 (ZATCA)
• Template 5

Template 4 is designed for ZATCA-style display.

Default template

Set the default template in Business Profile. New documents use this template unless changed in preview.

Per-document template override

The preview page can apply a template override for a specific invoice or estimate. The override is stored separately so the document can use a different template from the business default.

Custom templates

The app supports custom templates stored per business.

Custom templates are based on a base template and stored as HTML.

Relevant table:

custom_templates

The preview and PDF generation flow can render customized templates when available.

Best practices

• Use a clean logo with transparent background.
• Keep notes and terms concise so they fit in the chosen design.
• Preview after switching templates.
• For Saudi businesses using ZATCA, confirm QR and ZATCA status in preview.