How to Create Document Templates for Estimates and Invoices
Design professional estimate and invoice templates in Local Business Pro with your branding and standard terms.
Quick Answer: Go to Settings > Records & Templates > Templates tab, click Create Template, select the type (Estimate or Invoice), design with the editor, add variables for dynamic data, and save.
Step-by-Step Creation
- Navigate to Settings > Records & Templates
- Go to the Templates tab
- Click Create Template
- Select template type: Estimate or Invoice
- Use the editor to design your layout
- Add variables for dynamic content
- Include your branding and standard terms
- Name the template
- Click Save
Common Variables
- {{customer_name}} - Customer's name
- {{date}} - Document date
- {{total}} - Total amount
- {{due_date}} - Payment due date
- {{line_items}} - List of services/products
- {{business_name}} - Your business name
Template Tips
- Keep layout clean and professional
- Include your logo and contact info
- Add payment terms and conditions
- Test with sample data before using live
Frequently Asked Questions
Q: Can I have multiple templates?
A: Yes, create different templates for different situations.
Q: How do I set a default template?
A: Mark one template as default in its settings.
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Last updated: February 1, 2025