How to change your default Invoice template

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ServiceM8 will automatically allocate you a default quote, work order and invoice template when you open your account. If the default design does not suit, you can pick from a range of options, or even create your own design using Microsoft Word.

To open the Document Templates screen, go to Settings

To open the Document Templates screen, go to Settings

Click Document Templates

Click Document Templates

Select the template type you wish to adjust. E.g. Invoice.

Select the template type you wish to adjust. E.g. Invoice.

Select a template

Select a template

Use the Next or Previous Template button to move left and right through the available template designs. Some templates will have suttle changes while others will appear completely different. Once you have found a template that suits your business, click the 'Use this template' button to confirm your change.

Some templates will also provide you quick access to make changes to any information regarding your business. Adjust the template settings as required and then click the Save Template Settings button.

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