> ## Documentation Index
> Fetch the complete documentation index at: https://support.servicem8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I setup my invoice and quote templates?

> Find out how to setup your invoice and quote templates in ServiceM8.

This lesson assumes you have completed the [how do I setup my company logo lesson.](/help-center/advanced-setup/invoice-quote-templates/troubleshooting-logos-and-images-in-invoice-and-quote-templates)

This lesson will show you how to select and invoice template and set banking details. It needs to be done through the website on a PC or MAC. Go to [www.servicem8.com](http://www.servicem8.com) and login to your account using the same login details you used for the app.

## Video Instructions

<iframe src="https://fast.wistia.net/embed/iframe/qu3ruxr91m?web_component=true&seo=false" width="100%" height="400" frameBorder="0" allowFullScreen />

## Click Settings

<img src="https://mintcdn.com/servicem8/cnaokMrTWEvRZ1qs/images/006-811-461-e1837e7b-6056-4b55-9d7f-80021d99d7e1.png?fit=max&auto=format&n=cnaokMrTWEvRZ1qs&q=85&s=52746d29b9418867fe8e834f1e853e7b" alt="Click Settings" width="501" height="120" data-path="images/006-811-461-e1837e7b-6056-4b55-9d7f-80021d99d7e1.png" />

## Click Document Templates

<img src="https://mintcdn.com/servicem8/cnaokMrTWEvRZ1qs/images/006-811-465-8ade750e-88c9-48a8-86c7-06559f20f1a4.png?fit=max&auto=format&n=cnaokMrTWEvRZ1qs&q=85&s=39e1c20eb189a22dd2acfd73770b3325" alt="Click Document Templates" width="562" height="266" data-path="images/006-811-465-8ade750e-88c9-48a8-86c7-06559f20f1a4.png" />

## This area allows you to select, edit and create new templates.

[<img src="https://mintcdn.com/servicem8/cnaokMrTWEvRZ1qs/images/006-811-471-medium-97680fe3-e3b8-4942-81fe-2d8fdf4fafd7.png?fit=max&auto=format&n=cnaokMrTWEvRZ1qs&q=85&s=776d24f1c3914385c3ca12cfb2eac25e" alt="This area allows you to select, edit and create new templates." width="855" height="718" data-path="images/006-811-471-medium-97680fe3-e3b8-4942-81fe-2d8fdf4fafd7.png" />](/images/006-811-471-97680fe3-e3b8-4942-81fe-2d8fdf4fafd7.png)

## Your company details and logo are automatically loaded from your settings

<img src="https://mintcdn.com/servicem8/cnaokMrTWEvRZ1qs/images/006-811-473-9ddd0ca2-63a0-4226-a0b1-965ec392750d.png?fit=max&auto=format&n=cnaokMrTWEvRZ1qs&q=85&s=a7495f8d833d6f3c515d6347dcd34313" alt="Your company details and logo are automatically loaded from your settings" width="772" height="184" data-path="images/006-811-473-9ddd0ca2-63a0-4226-a0b1-965ec392750d.png" />

## Hit the next template button to explore the available templates

<img src="https://mintcdn.com/servicem8/cnaokMrTWEvRZ1qs/images/006-811-476-af1fa6b9-42da-465a-8e3b-c2318e733e0a.png?fit=max&auto=format&n=cnaokMrTWEvRZ1qs&q=85&s=a24dc1c7a0471d43b5c796e6af0ad1cf" alt="Hit the next template button to explore the available templates" width="404" height="284" data-path="images/006-811-476-af1fa6b9-42da-465a-8e3b-c2318e733e0a.png" />

## Click Use this template to activate a template

<img src="https://mintcdn.com/servicem8/cnaokMrTWEvRZ1qs/images/006-811-481-4c62f880-9b23-4d86-9c61-96f287e2a665.png?fit=max&auto=format&n=cnaokMrTWEvRZ1qs&q=85&s=db54d11df5ee5679905ceef4f87df8f9" alt="Click Use this template to activate a template" width="329" height="177" data-path="images/006-811-481-4c62f880-9b23-4d86-9c61-96f287e2a665.png" />

## Set basic template settings in these fields

<img src="https://mintcdn.com/servicem8/cnaokMrTWEvRZ1qs/images/006-811-485-1c98374f-b71e-4e63-9a40-f4257255e1e2.png?fit=max&auto=format&n=cnaokMrTWEvRZ1qs&q=85&s=650a446ea20410ceb0c76938c6ef4af3" alt="Set basic template settings in these fields" width="540" height="225" data-path="images/006-811-485-1c98374f-b71e-4e63-9a40-f4257255e1e2.png" />

Make sure you hit save template settings once you have filled in the fields.

## Follow the same steps to setup your Quote and Work Order templates

<img src="https://mintcdn.com/servicem8/cnaokMrTWEvRZ1qs/images/006-811-488-7ca2e2c4-7b7a-4617-9d0c-1254946fee45.png?fit=max&auto=format&n=cnaokMrTWEvRZ1qs&q=85&s=941fc4ef2294418ea6b70a8ca0506bb4" alt="Follow the same steps to setup your Quote and Work Order templates" width="232" height="177" data-path="images/006-811-488-7ca2e2c4-7b7a-4617-9d0c-1254946fee45.png" />

## For advanced users you can download the word template and fully customise the template

<img src="https://mintcdn.com/servicem8/cnaokMrTWEvRZ1qs/images/006-811-491-00c47008-a5dc-4248-8ee5-5ec7408f0ec3.png?fit=max&auto=format&n=cnaokMrTWEvRZ1qs&q=85&s=95e6e64f3aba5ba52a3b5909510e3d46" alt="For advanced users you can download the word template and fully customise the template" width="497" height="303" data-path="images/006-811-491-00c47008-a5dc-4248-8ee5-5ec7408f0ec3.png" />

If you want to have your template customised and don't have time to learn yourself you can pay a ServiceM8 partner to do it for you. Get in contact with your nearest [partner here.](https://www.servicem8.com/partner_directory)

## Whats next?

The next step is to [connect with your accounting package](/help-center/getting-started-guide/basic-account-set-up/connect-to-xero-quickbooks-online-or-myob), or if you don't use an accounting package [import your clients and materials via CSV.](/help-center/advanced-setup/advanced-setup/how-to-import-materials-and-clients)
