Customers & CRM

How to Create Document Templates for Estimates and Invoices

Design professional estimate and invoice templates in Local Business Pro with your branding and standard terms.

intermediate 5 min read templates documents estimates invoices
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Quick Answer: Go to Settings > Records & Templates > Templates tab, click Create Template, select the type (Estimate or Invoice), design with the editor, add variables for dynamic data, and save.

Step-by-Step Creation

  1. Navigate to Settings > Records & Templates
  2. Go to the Templates tab
  3. Click Create Template
  4. Select template type: Estimate or Invoice
  5. Use the editor to design your layout
  6. Add variables for dynamic content
  7. Include your branding and standard terms
  8. Name the template
  9. Click Save

Common Variables

  • {{customer_name}} - Customer's name
  • {{date}} - Document date
  • {{total}} - Total amount
  • {{due_date}} - Payment due date
  • {{line_items}} - List of services/products
  • {{business_name}} - Your business name

Template Tips

  • Keep layout clean and professional
  • Include your logo and contact info
  • Add payment terms and conditions
  • Test with sample data before using live

Frequently Asked Questions

Q: Can I have multiple templates?
A: Yes, create different templates for different situations.

Q: How do I set a default template?
A: Mark one template as default in its settings.