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. 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.