How do I edit footers, bank details, email messages and other templates?
Company Settings & Templates | Updated 19 July 2026
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Step 1: Open Templates
Click Admin in the top right, then Templates.
Step 2: The General tab
The General tab opens by default. Here you can edit the Extra Customer Info Field shown on financial documents, your Company Signature, and your Banking Details (as displayed on documents so customers know where to pay).
Step 3: Per-document templates
Switch to the Invoices tab to edit Custom Fields on Invoices, the Invoice Email Body (the default message sent with an invoice) and the Invoice Footer. The other tabs hold the equivalent templates for quotes, statements and other document types.
Click Save Changes before switching tabs - unsaved edits on the current tab are not carried over.
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