{"id":8529,"date":"2026-02-18T14:47:51","date_gmt":"2026-02-18T12:47:51","guid":{"rendered":"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/adding-and-editing-a-sales-invoice-template\/"},"modified":"2026-02-18T14:47:51","modified_gmt":"2026-02-18T12:47:51","slug":"adding-and-editing-a-sales-invoice-template","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.fi\/fi\/en\/kayttoohjeet\/adding-and-editing-a-sales-invoice-template\/","title":{"rendered":"Adding and Editing a Sales Invoice Template"},"content":{"rendered":"\n

This guide explains how to add and edit sales invoice templates.<\/strong><\/p>\n\n\n\n

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SimplBooks comes with ready-made invoice templates, so you can start creating invoices immediately after setting up the program.<\/strong> However, you can create an unlimited number of your own sales invoice and quote templates. Custom templates are useful, for example, when:<\/p>\n\n\n\n

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  1. You want a unique invoice template for your business (e.g. incorporating your logo colours).<\/li>\n\n\n\n
  2. You have trade names and need separate invoice templates for each.<\/li>\n\n\n\n
  3. You sell services subject to special VAT arrangements (e.g. construction services) and want to include the required notes in advance.<\/li>\n\n\n\n
  4. You want to add other recurring additional information to invoices.<\/strong> <\/div><\/div><\/li>\n<\/ol>\n\n\n\n
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    Quick guide<\/div>
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    1. Go to Settings<\/strong> > Environment Settings<\/strong> > Sales Invoice Settings<\/strong>.<\/li>\n\n\n\n
    2. Scroll down to “Invoice Templates<\/strong>“.<\/li>\n\n\n\n
    3. Create a new template by copying an existing invoice template or by clicking “Add new invoice template<\/strong>“. Note that default templates cannot be edited, but they can be copied and the copy can then be modified.<\/li>\n\n\n\n
    4. Elements can be added to the invoice template by dragging, and the content of elements can be edited.<\/li>\n\n\n\n
    5. You can download a preview of the invoice as a PDF file. <\/li>\n\n\n\n
    6. Remember to save the invoice template. <\/div><\/div><\/li>\n<\/ol>\n\n\n\n
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      DETAILED GUIDE<\/h4>\n\n\n\n
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      <\/span>Adding a new invoice template<\/div>
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      1. You can add and edit invoice templates under Settings<\/strong> > Environment Settings<\/strong> > Sales Invoice Settings<\/strong> > Invoice Templates.<\/strong><\/p>\n\n\n\n

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        \ud83d\udca1 Tip<\/strong>: Quote templates can be edited in the same way under Settings<\/strong> > Environment Settings<\/strong> > Quote Settings<\/strong> > Document Templates<\/strong>. <\/div><\/div><\/span><\/p>\n\n\n\n
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        2. Create a new template by copying an existing invoice template or by clicking “Add new invoice template<\/strong>“<\/p>\n\n\n\n

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        The easiest way to create a new invoice template is to use an existing one as a base by copying it from the bottom-right corner of the document preview. <\/p>\n\n\n\n

        If you want to create a completely new invoice template, you can do so by clicking “Add new invoice template<\/strong>“.<\/p>\n\n\n\n

        \ud83d\udce2 Note!<\/strong> Default invoice templates cannot be edited. Invoice templates you have created yourself can be edited by clicking on the template. <\/div><\/div><\/span><\/p>\n\n\n\n<\/div><\/div>\n\n\n\n
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        <\/span>Editing an invoice template<\/div>
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        Once you have created a new invoice template or opened a previously created template for editing, you can:<\/p>\n\n\n\n