Finance Templates
One hub for invoice, quotation, and email templates — 20+ designs, 8 color variants.
Pick a single visual identity for Finance documents from one place. The current Templates hub covers invoices and quotations.
The Templates Hub
Navigate to Finance → Settings → Templates (/finance/settings/templates). The hub has three tabs:
| Tab | What it does |
|---|---|
| Invoices | Browse 20+ invoice designs, pick a default, choose a color variant |
| Quotations | Same browser, scoped to quotation defaults |
| Not available in the current release; outgoing finance emails use the workspace signature and default message layout |
Each tab shows a live preview with your data so you can see the design with your real logo, colors, and content before you set it as the default.
Heads up: older paths like
/finance/invoices/templatesand/finance/quotations/templatesnow redirect to the hub. Bookmarks keep working, but the canonical URL is/finance/settings/templates.
Template Categories
| Category | Style |
|---|---|
| Classic | Traditional, professional |
| Modern | Clean, contemporary |
| Minimal | Simple, whitespace-focused |
| Bold | Strong visual impact |
| Creative | Unique, distinctive |
Template Count
- 20+ designs across 5 categories
- 8 color variants per template
- Custom hex color option
Choosing a Template
Step 1: Browse
- Go to Finance → Settings → Templates
- Pick the Invoices or Quotations tab
- Scroll through designs
- Click to preview
Step 2: Customize Colors
Select color variant:
| Preset | Description |
|---|---|
| Blue | Professional, trustworthy |
| Green | Growth, finance, eco |
| Red | Bold, energetic |
| Purple | Creative, premium |
| Orange | Friendly, approachable |
| Teal | Modern, fresh |
| Gray | Neutral, corporate |
| Black | Elegant, sophisticated |
Or enter custom hex code for brand colors.
Step 3: Live Preview
Preview with your data:
- Toggle sample invoice
- See your logo placement
- Check color application
- Review layout
Step 4: Select
Click Use This Template to set as default.
Template Features
Standard Elements
All templates include:
- Company logo and details
- Customer information
- Invoice number and dates
- Line items table
- Subtotal, tax, total
- Payment terms
- Notes section
Layout Options
| Element | Options |
|---|---|
| Logo position | Top left, top center, top right |
| Color accents | Headers, borders, buttons |
| Typography | Font family, sizes |
| Page layout | Single column, two column |
Custom Sections
Add custom sections:
- Company story
- Payment instructions
- Terms and conditions
- Thank you message
Setting Default Template
Global Default
Set workspace-wide default:
- Select template
- Click Set as Default
- Applies to all new invoices
Per-Customer Default
Different template for specific customers:
- Open customer record
- Edit customer settings
- Select preferred template
- Save
Template Customization
Advanced Editing
For deeper customization:
- Select template
- Click Customize
- Edit:
- HTML/CSS (advanced)
- Color variables
- Font choices
- Spacing
- Save as custom template
Custom templates may not receive automatic updates. Review after Leenops updates.
Applying Templates
To Invoices
When creating an invoice:
- Look for Template selector
- Choose from available templates
- Preview before sending
- Template applies to PDF and email
To Quotations
Same template options for quotations:
- Shared template library
- Separate default can be set in the Quotations tab of the hub
- Consistent branding across invoices and quotes
Email Templates
Branded finance email templates are not available in the current release. Invoice sends, quotation sends, payment reminders, and approval emails use the workspace signature plus Leenops's default message layout.
Next Steps
- Invoicing — Create branded invoices
- Finance Settings — Default template settings