Overview
The Theme card controls the appearance of your exported invoices, quotes, and project documents — one theme, one design family, so everything you send a client looks like it comes from the same studio. Use the Preview button to see how your current theme looks.
| Setting | Description |
|---|---|
| Theme | The layout template used for invoices and quotes. Themes are rendered from the current invoice or quote template library so previews match exported documents. |
| Font | The font used on exported documents |
| Invoice Bank Accounts | A read-only summary of the bank accounts currently displayed on invoices, grouped by currency. Change these from the relevant bank account by marking Display on Invoices. |
| Payment Terms | Number of days until payment is due, shown on invoices |
| Show Discounts & Markups | Shows discount or markup percentages on exported invoices and quotes. When off, customers only see the final adjusted line amount. |
| Position Notes at Top | Move the Notes section to the top of invoices and quotes instead of the bottom |
Show Discounts & Markups
Turn this on when you want exported invoices and quotes to show how a line item was adjusted. Beeswax still calculates the adjusted amount either way; this setting only controls what the customer sees on the exported document.
For example, if a line item starts at $100.00 and has a -10% discount:
- Off - the exported document shows the final line amount as $90.00.
- On - the exported document shows $100.00, the -10% adjustment, and the final line amount as $90.00.
Click the menu icon on the Theme card and select Edit Settings to change these values.
Choosing a Theme
Click Change on the Theme card to open the theme picker: a gallery of designer templates with a live preview of your own data in each. Selecting a theme applies it immediately to every invoice, quote and freeform document you export — your accent colour and paper colour carry across themes, so your brand survives the switch.
Custom Themes
Beyond the built-in gallery, your account can carry its own custom themes — designs authored for your brand that appear in the same picker, marked as Custom.
Custom themes are built as a single self-contained page against Beeswax's theme specification and uploaded through the API. In practice, the easiest author is an AI assistant connected through the Beeswax MCP: ask Claude to design you a theme, and it can read the specification, write the theme, validate it against Beeswax's rules, preview it with your real details, and activate it — all from chat. You can iterate the same way ("make the headings larger", "try a navy accent") until it's exactly right.
A few things to know:
- Custom themes are validated strictly before they can be selected: no scripts, no external images or fonts, and the layout must flow properly onto multiple pages. A theme that fails validation stays in draft with a clear list of what to fix.
- A custom theme can include a matching document layout so proposals and briefs written in the document editor share the design. Without one, documents fall back to the standard themed layout.
- Your accent colour, paper colour and logo are applied to custom themes just like built-ins.
- Deleting a custom theme never breaks anything — an account still pointing at it simply returns to the default theme.
Managing themes (built-in or custom) requires Owner or Super Admin access, and API authoring needs a token with the themes:write scope — see API Tokens.