Change your document design, titles, labels and spacing

Steps

1. 1

   Open Business settings → Branding & documents.

2. 2

   Pick a Design, Font, Accent color, Logo position and Paper size.

3. 3

   Under Spacing, choose Compact, Comfortable or Spacious. Open Fine-tune margins and line spacing to set exact page margins and line spacing.

4. 4

   Under Titles & labels, type your own titles for invoices, quotes, purchase orders, sales orders, payment receipts and customer statements, for example “Estimate” instead of “Quote”. Under Labels, rename the customer heading and date labels.

5. 5

   Watch the Live preview as you go; its tabs show an invoice, quote, receipt, statement and appointment confirmation.

6. 6

   Choose Save changes. Everything you print and share from now on uses these settings.