How do I customise my invoices and quotes?

When you generate an invoice, quote, itemisation or payment receipt in getSoapy, a PDF document is created. Customers can view these documents via the customer portal.

getSoapy customises these documents for you, using your logo, business name, tagline, address and tax ID entered in Tools > Settings > Business > Business Details. You can edit the text that appears on these documents and add images or links to your business documents by following the steps below:

1. Go to Tools > Settings > Communication > Document templates or search for Document templates.

2. Select the document you want to customise (Invoice, Quote, Itemisation, or Payment receipt).

3. See our tips below on editing these documents. When you're done, scroll down and click Save to apply your changes.

The Business details header and the previews of line items and linked documents are filled in automatically from elsewhere in getSoapy. Tap the information (i) icon next to each one for more info. Turn off Business details header if you don't want your logo and business details at the top of the document.

The header and footer of each document have default text and use merge tags to auto-populate these documents with dynamic, personalised data such as the customer's name and a link to the customer portal. You can edit the text and use the text editor to:

• insert other merge tags (see What are merge tags?)
• insert advanced merge tags (see What are advanced merge tags?)
• insert images
• make text bold
• make text italic
• insert emojis
• insert hyperlinks
• change the text format (headings or paragraph) using the style drop-down menu
• change the font size using the drop-down menu
• insert or edit a table
• change text alignment
• insert bullet points or a numbered list
• adjust the text indent (increase or decrease)
• edit the header/footer source code (HTML)