Choose a document template
Choose a template when sharing a transaction statement or quote as a PDF.
In this guide
- Open an issued document
- Start PDF sharing
- Choose a template
1. Open an issued document
Open the document detail after issuing an invoice or quote. Check the customer, included transactions, products, and total before sharing.
2. Start PDF sharing
Tap Share PDF at the bottom of the document detail. The template selection sheet opens before the PDF is created.
3. Choose a template
Choose Template A - Classic for a traditional layout or Template B - Modern for a cleaner layout. The selected template is used to create the PDF.