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How to Preview a Template Before Saving

The Branding & Template tab shows a live preview thumbnail for each invoice style and a "Preview full size" button before you commit to one.

Steps

  1. Go to Settings → Templates → Branding & Template.
  2. Click any of the three template thumbnails - Contemporary, Modern, or Classic - to preview its layout.
  3. Click "Preview full size" to see a larger version.
  4. Click "Save" once you're happy with your choice.

Related Articles

  • How to Navigate the Templates Section
  • How to Create an Invoice Template
  • How to Edit an Existing Template

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