> ## 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 to select new invoice or quote templates

> Learn how to select new invoice or quote templates in ServiceM8.

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

When you created your account, ServiceM8 set up default invoice and quote templates populated with your company details. However, every business is different. If the default templates don't meet your needs, it’s easy to select new ones! ServiceM8 offers a wide variety of invoice and quote template designs.

**To browse available invoice and quote templates:**

1. From the Online Dashboard, click **Settings**.

[<img src="https://mintcdn.com/servicem8/DebDv9kllgU2gG1R/images/004-547-614-medium-298eac4f-9d1d-49b8-bc89-1fe3d695fb88.png?fit=max&auto=format&n=DebDv9kllgU2gG1R&q=85&s=57b00c81b68235f85ec3481a80f307b8" alt="ServiceM8 Settings" width="855" height="188" data-path="images/004-547-614-medium-298eac4f-9d1d-49b8-bc89-1fe3d695fb88.png" />](/images/004-547-614-298eac4f-9d1d-49b8-bc89-1fe3d695fb88.png)

<img src="https://mintcdn.com/servicem8/xgODlW0gJJ2nmyKL/images/004-547-616-ff9e0937-7986-4492-9588-2109b206efdc.png?fit=max&auto=format&n=xgODlW0gJJ2nmyKL&q=85&s=eb59cc54afdf1ea0a33566ea8874b912" alt="blank" width="322" height="17" data-path="images/004-547-616-ff9e0937-7986-4492-9588-2109b206efdc.png" />

2. Click **Document Templates**.

<img src="https://mintcdn.com/servicem8/xgODlW0gJJ2nmyKL/images/004-550-046-d787a264-6b38-4be3-a745-ff7dc8cc0c03.png?fit=max&auto=format&n=xgODlW0gJJ2nmyKL&q=85&s=2baad93558ed050b099d810b11fe4096" alt="ServiceM8 Document Templates" width="129" height="143" data-path="images/004-550-046-d787a264-6b38-4be3-a745-ff7dc8cc0c03.png" />

<img src="https://mintcdn.com/servicem8/xgODlW0gJJ2nmyKL/images/004-547-620-20ad4b43-efb9-4b51-bfc4-72ff6932b898.png?fit=max&auto=format&n=xgODlW0gJJ2nmyKL&q=85&s=8c9caf2155bc730f15cb02cf74a0c468" alt="blank" width="322" height="17" data-path="images/004-547-620-20ad4b43-efb9-4b51-bfc4-72ff6932b898.png" />

3. On the left menu, select **Invoice** or **Quote**, depending on which template you would like to change. Your current template will be shown.

<img src="https://mintcdn.com/servicem8/xgODlW0gJJ2nmyKL/images/004-547-622-5bcb21c2-c614-483b-b611-375b29ca3937.png?fit=max&auto=format&n=xgODlW0gJJ2nmyKL&q=85&s=b2c75de244fa2e397466e5b5e4b9267d" alt="Templates menu" width="239" height="148" data-path="images/004-547-622-5bcb21c2-c614-483b-b611-375b29ca3937.png" />

<img src="https://mintcdn.com/servicem8/xgODlW0gJJ2nmyKL/images/004-547-624-e421a57f-9b55-426b-b299-cc2b9401d811.png?fit=max&auto=format&n=xgODlW0gJJ2nmyKL&q=85&s=d15b1301cab9e083948c0262386c3233" alt="blank" width="322" height="17" data-path="images/004-547-624-e421a57f-9b55-426b-b299-cc2b9401d811.png" />

4. Click **Next Template** (or **Previous Template**) to scroll through the different templates.

<img src="https://mintcdn.com/servicem8/xgODlW0gJJ2nmyKL/images/004-547-626-84d34e71-0c23-4c90-8ac4-251deee862d9.png?fit=max&auto=format&n=xgODlW0gJJ2nmyKL&q=85&s=eadebc6925727a870e75495e4acd604d" alt="Scrolling ServiceM8 templates" width="619" height="515" data-path="images/004-547-626-84d34e71-0c23-4c90-8ac4-251deee862d9.png" />

<img src="https://mintcdn.com/servicem8/xgODlW0gJJ2nmyKL/images/004-547-628-067514bb-b08a-44b9-a8b1-23549307e1a1.png?fit=max&auto=format&n=xgODlW0gJJ2nmyKL&q=85&s=0a4364e32facf6d50a230b36403b1018" alt="blank" width="322" height="17" data-path="images/004-547-628-067514bb-b08a-44b9-a8b1-23549307e1a1.png" />

**TIP:** As you browse, look closely at the templates and consider your business needs. Beyond the design differences, different templates may or may not include:

* Breakdowns by individual line items (materials or services)
* Material and labour subtotals
* Total amount only
* Bank account details
* Detailed job description

<img src="https://mintcdn.com/servicem8/xgODlW0gJJ2nmyKL/images/004-550-048-fec0756c-cf37-41f3-8907-14affd8f78b4.png?fit=max&auto=format&n=xgODlW0gJJ2nmyKL&q=85&s=952576164b2fd11ee0087ca9b06db605" alt="blank" width="322" height="17" data-path="images/004-550-048-fec0756c-cf37-41f3-8907-14affd8f78b4.png" />

**To set a new template:**

2. Once you have found a template you like, click **Use this template**.
3. Scroll down to *Template Settings*. Different templates will have different available built-in fields, such as payment terms or notes to customers.
4. Fill in the fields, then click **Save Template Settings**.

<img src="https://mintcdn.com/servicem8/xgODlW0gJJ2nmyKL/images/004-547-630-303eeb27-303a-4389-80cf-651bfc596d01.png?fit=max&auto=format&n=xgODlW0gJJ2nmyKL&q=85&s=b84b790fe6a012f1eee32b76eed3c417" alt="Template settings" width="538" height="365" data-path="images/004-547-630-303eeb27-303a-4389-80cf-651bfc596d01.png" />

Your new template is now active!

**TIP:** Templates can also be modified, but it's easiest to start from the template that most closely meets your needs. For more information, see [Modifying invoice and quote templates](/help-center/advanced-setup/invoice-quote-templates/how-to-modify-invoice-or-quote-templates).
