What template customization covers
Choose a layout that fits the document
Different document types can still share the same brand while using a layout that suits the way you present billing, approvals, or supporting detail.
Adjust line-item labels
Rename or hide line-item columns when you need language that fits how your clients buy, review, or approve work.
Add business-side custom fields
Include details like tax IDs, registration references, support lines, or other operational information that is not part of the default layout.
Add customer-side custom fields
Keep purchase order references, delivery contacts, or client-specific identifiers on the document without forcing them into the wrong field.
Related guides and pages
Template Customization Guide
Learn how to edit fields, labels, and structure inside the document editor.
Documents
See how templates fit into invoices, quotations, receipts, and recurring billing workflows.
What Is a P.O. Number?
A practical example of using custom fields and cleaner layouts for client billing requirements.
Invoice Guide
See the wider invoicing workflow around templates and document setup.