Document customization
Create reusable notes and terms for business documents
Manage paragraph and bullet-point note templates for estimates, invoices, purchase orders, and pro forma invoices.
Documents carry consistent commercial language.
Teams stop retyping terms manually.
Default templates reduce setup time for each new document.
Workflow
How teams usually use it
These pages focus on the capabilities inside the accounting app itself, not internal operations or onboarding constraints.
Create note templates under document customization settings.
Choose the document type and content format.
Set the most common wording as default.
Terms that stay consistent
Reusable templates help teams keep payment terms, delivery notes, and commercial conditions aligned across document types.
Estimate, invoice, PO, and pro forma support.
Paragraph and bullet-point note styles.
Default template selection per document type.
Ready for future document design options
The customization page is designed so layout and visual template controls can be added later without reworking note management.
Central settings page for document behavior.
Template structure separated by document type.
Customer-facing documents stay consistent.
Keep learning
Read the operational guide for document templates.
The docs app includes setup sequence, controls, mistakes to avoid, and practical workflow guidance for this area.