How to Edit Invoice/Quote Page

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.

Open

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

Open

• 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