Invoice and quote templates
Customise the PDF templates for invoices and quotes, with a preview, so documents carry your brand.
The problem it solves
Generic invoices look unprofessional next to the rest of your client communication.
How it works
- Open the invoice and quote templates.
- Adjust the layout and branding.
- Preview, then save.
What your practice gets
- Branded invoices and quotes.
- Preview before saving.
- Consistent documents across the practice.
Questions accountants ask
Can I preview changes?
Yes.
Do quotes and invoices share a template?
Each can be customised.
Does it change past invoices?
Templates control how documents are produced.
Related features
Features that work alongside invoice and quote templates.
Invoices
Create and manage invoices from one register, with status, history, dashboard figures and AI suggestions for line items and descriptions.
VideoQuotes and proposals
Create and email fee quotes that clients accept online, then convert accepted quotes into invoices.
VideoBilling insights
Revenue, profitability, cash-flow forecast, aging, client profiles and payment predictions in one view.
Revenue reports
Revenue summaries, comparisons, time series and revenue by client, with export.
VideoPractice bank feed matching
Bring your practice bank transactions in and match receipts to invoices, with candidate matches to accept, reject, hide or restore.
VideoSupplier bills
Upload supplier invoices, let text recognition read them into draft batches, then review and approve them.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.