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Invoice PDF settings

Customise invoice PDFs sent to customers.

Options

  • Logo and accent colour
  • Footer text
  • Bank details
  • Live preview as you edit
  • Quote costs & margin (Pro) — enable costing, default rates, and margin thresholds

See Quote costs and margin.

Invoice PDF settings
Screenshot: Invoice PDF settings with live preview panel showing branded PDF. (App route: /dashboard/settings/invoice-pdf)