Layout

Setting up and editing a layout
Why use a layout? By setting up a layout, you determine the appearance of printed invoices, quotes, and other documents. Choosing an appropriate and profes...
Tue, 17 Sep, 2024 at 2:21 PM
Use multiple layouts
By default, one layout is added to your account. When you create a new layout, a second layout is added, and from then on, you can choose which layout to us...
Wed, 10 Jul, 2024 at 11:57 AM
A standard layout can be set per document type or per customer.
A layout per document type. If you've added a new layout specifically for a certain document type (e.g., quotes), you can set the layout as the default...
Wed, 10 Jul, 2024 at 12:04 PM
To import a layout
To manage layouts in Simplybooks: 1. Exporting a Layout:    - Go to the Layout overview.    - Click on the desired layout, then choose "Actions&q...
Wed, 10 Jul, 2024 at 12:06 PM
Advanced: Further Customizing Layouts
If the options in the layout editor are insufficient for the layout you want to use, you can build it yourself as an HTML file. This requires technical know...
Wed, 10 Jul, 2024 at 12:07 PM
Custom email layout in HTML
The email layout The default email layout used when sending emails can be customized to use your own layout. In this email layout, you can customize elemen...
Wed, 10 Jul, 2024 at 12:22 PM