How to Edit Invoice/Quote Page

Owned by Diana Castillo Arroyo
Last updated: Dec 20, 2023 by Jonathan Villarreal (Unlicensed)
1 min read

Purpose:

The purpose of this walkthrough is to help edit the invoice page.

 

Pre Requisites:

  • Quote page

 

  • First you will navigate down to settings and then to general.

 

 

  • Click on the builder tool for quote page and you will be taken to the editor tool in a new window

 

 

  • Here is your Quote Page Template. You can edit various elements.  

 

  • If you do not know how to use the editor tool, check out this walkthrough. 

  • Once you are happy with your edits make sure you click "save" and if you want to go live "publish" 

  • Once you click "publish" your changes will be reflected in real-time. 

 

Checklist:

  • Quote page