Theme

Control the appearance of your exported invoices and quotes.

Overview

The Theme card controls the appearance of your exported invoices and quotes. Use the Preview button to see how your current theme looks.

Setting Description
Theme The layout template used for invoices and quotes
Font The font used on exported documents
Default Bank Account The bank account details displayed on invoices (BSB and account number)
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.