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How to pick and switch an invoice template

Changing the design does not touch your content. Using a template needs a free account, but building and downloading a plain invoice does not.

Applies to: Invoice, quote, estimate, receipt and work order generators
Steps: 5
Updated 4 November 2026

What you need

A free account to use a template

Steps

Open the generator you are using and select Templates in the side bar. On a phone it sits in the bar along the bottom.
The panel opens with the heading “Invoice templates” and the note “Everything you have entered stays as it is.” Choose a design card.
If you are not signed in, a box says “Sign in to customize this template.” Choose Create a free account or Sign in. You come straight back to the same template. Not now closes the box.
Change the color and type under Style if you want: Accent color and Font family are both there.
Download as usual with Review & Export.

What you should see

The document takes the new design and keeps every word you typed.

Browse before you commit

The invoice templates page and its siblings for quotes, estimates, receipts and work orders let you look at the designs first. A design opens on the same page, so the address in your browser does not change.