Document Templates

Every quote and invoice sent from Effici uses a document template. You can customise the template to match your brand, adding your logo, adjusting colours, and configuring the content that appears on each document type.

Access templates

Go to Settings -> Document templates. You will see separate templates for:

  • Quotes - the template used for all quotes sent to clients
  • Invoices - the template used for all invoices

Each template is configured independently.

What you can customise

Branding

  • Logo - upload your company logo (PNG or SVG, recommended size 300x100px). Appears in the top-left of all documents.
  • Primary colour - used for headings and accent elements
  • Font - choose from a selection of professional fonts

Header and footer

  • Header - appears at the top of the document below your logo. Use it for your tagline or a short message.
  • Footer - appears at the bottom of every page. Typically used for:
    • Bank account details
    • Company registration number
    • Payment instructions
    • Thank-you message

Line item columns

Choose which columns appear in the line items table:

  • Description (always shown)
  • Quantity
  • Unit
  • Unit price
  • VAT rate
  • Line total

You can hide columns you do not need (e.g. hide "Unit" if you always bill by project rather than units).

Numbering and reference

  • Invoice prefix - e.g. INV- produces INV-0001, INV-0002
  • Quote prefix - e.g. QUO-
  • Starting number - if migrating from another system, start from your last number
  • Reference field - optionally show a client PO reference field on invoices

Preview

As you edit the template, a live preview shows how documents will look before you save. You can also generate a sample PDF to see the final output.

Per-client overrides

If one client requires a different format (e.g. a specific column layout or different footer text), you can set a template override on the partner record. That client will use the overridden template for all their documents.

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