Set a default branding theme

Select a branding theme to be the default theme for new invoices, credit notes, quotes, statements and purchase orders. The default doesn't override a contact's default branding theme.

  1. Click Settings, then select General Settings.
  2. Under Features, click Invoice Settings.
  3. Find the theme you want and drag it to the top of the page.

    Image showing a branding theme dragged on top of another

When you next add a sales invoice, credit note, quote, statement or purchase order, this theme automatically appears in the Branding field. You can change the theme using the drop-down list.