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Client invoice template for organizations

hi everyone this is Luke from Pei Cove here to help you customize your templates you spent a lot of time on your brand-new Pei Cove understand set that's why we've added custom templates that allow you to personalize your quotes and invoices in a way that represents your business the way it deserves before we get started make sure you have an active Pei Cove account connected to your CRM if you haven't already done this check out our other videos on getting started if you're just here to see how pay code works that's great - now that we're all ready to begin in this video we're going to cover how to create multiple templates add your company logo and brand colors display specific data from your CRM and rename buttons and labels whenever you sign in to pay Cove it will always open to your invoice table let's go ahead and open up an invoice this is your default template which will be assigned to every invoice and quote unless otherwise specified you are able to assign a template to your invoices and quotes by scrolling down to invoice settings and updating the template you'll see here you have the option to choose from a list of your saved templates you can double check how the customer will see the template layout by clicking preview at the top of the screen to open the end-user view of an invoice to add a new template let's head on over to template settings here in the template editor you can customize manage and create new templates for your quotes and invoices you'll see that each section is formatted just as it will appear from the end-user view to add a new template scroll up to the top here and click create new once you've created a new template you'll be able to rename it or choose to set it as your default template just don't forget to click Save you can always override the default settings on any quarter invoice by opening at specific details and editing the template from there otherwise you can create a new template and assign it to specific quotes and invoices if you need something different from the default now that you kind of have a better understanding of how the template works we can get started with some editing you can click Edit logo to add a file of your logo to your template we recommend using a picture size of 200 by 200 pixels for the best outcome you're also able to edit the color of your invoice by either choosing from our preset colors by clicking select theme or entering your brand's personal color by clicking use custom color and entering the color value adding your logo and theme colors are pretty straightforward but when it comes to adding data from your CRM you can get as specific as you need as you can see you can load dynamic content like deal contact and organization fields from your CRM on all your quotes and invoices let's take a look at customer details for example liquid syntax is used to populate this data straight from the CRM if pay Cove can't find this information in the CRM it will leave the field blank if I go down here and click on template variables you'll find a list of variables that pecos supports simply take a look through the specific fields until you find what you'd like to display let's try adding the contact email here I'll just go ahead and copy that object value and paste it into the content of the customer details you once I have that saved and take a look at the customers view of the invoice you'll see that the contacts email has now been pulled from the CRM if there's information you'd like to add that isn't in the custom variables you'll have to add a custom field in your CRM Keiko also supports markdown syntax which can be applied almost anywhere on your template these two things are a little more advanced though but you can learn more about them in other videos you can even make smaller changes to your template such as editing the section name or adding labels for your variables the labels for the accept and decline buttons on quotes and the pay button on invoices can also be changed to anything you'd like for some sections you'll be able to choose which fields you'd like to display such as the tax and discount section the information in this video should at least get you started on how to edit your template to learn more about liquid syntax and adding custom fields check out our other videos to help you customize your template even further for any additional questions refer to our FAQ page or feel free to reach out to us in our chat support thanks for watching