After adjusting the house style of your documents (template, colours, font or logo), save the changes so they are applied to all future invoices and letters.
Save the layout
Go to Settings;
Verify that the desired settings are correct in the form on the left-hand side;
Click Save in the action bar at the bottom of the screen.
After saving, the confirmation "Invoice template saved" appears. The settings apply per portfolio — switch the active portfolio to configure a different one.
Updated on 8/29/2026
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