Document templates allow you to choose which information to show on your invoices, quotes, and contracts.
Templates also save you time, because you don't have to enter the same information on each individual document.
How it works
1. Edit document templates
1. Go to Settings > Documents.
2. Click Customize templates in the Document templates section.
3. Click the tab for Invoices, Contracts, or Quotes to edit the corresponding template.
2. Add a document number prefix
Add a prefix to document numbers to make it easier to identify different documents.
You can add dynamic values (like a year or order number) and custom prefixes.
You can start a new numbering sequence for each prefix (to have a new invoice count each year, for example). To set up the numbering sequence, head over to the main document settings under Settings > Documents.
💡Note: Changes to document numbers only apply to new documents; Booqable does not update the numbers of existing documents.
3. Add or hide product lines
Show or hide (elements of) the product lines on your documents.
List individual stock | Show specific stock items on a document.
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Show product images | Product images make it easier to recognize the items that your customers rent. |
Hide product lines | Hide all product lines on a document. When this setting is enabled, documents only show sections and the price of the items within them.
Note: Make sure all product lines on your order are in a section. Lines outside of sections are not displayed (but count towards the order totals, causing the total amount to look "off"). |
Show free items on invoices | Show or hide zero amount (no charge) lines on invoices.
Note: This setting is only available for invoices.
Also, note that Booqable only generates a new invoice when there's an amount to charge or refund. |
4. Add additional information
You can add additional information to a document's footer. You can use this space to list your payment terms, or rental agreement, for example.
The information you enter here shows on every new document you create, but you can change or remove it on individual documents.
You're all set!
You have now successfully learned how to edit document templates in Booqable.