Preview twenty layouts for invoices and quotations, choose separate defaults and preserve existing documents.
Compare layouts in the Document studio#
Open Invoicing → Document studio. Search by name or layout and switch between fictional invoice and quotation previews. Open a full sample in a new tab to inspect identity fields, line items, currency, totals, notes and terms.
All twenty layouts are included. Workspace owners and administrators can set one default for new invoices and another for new quotations. Every layout displays the same underlying financial fields.
- Choose Invoice previews or Quotation previews.
- Open a fictional sample and inspect the layout.
- Click Use for new invoices or Use for new quotations.
- Create a draft of that type and review its PDF before issuing.
- Keep a copy of the issued document for your recordkeeping workflow.
Keep the active workspace, actual business requirements and current setup summary in view. A guide explains a choice; it does not make that choice for you.