How to choose an invoice template in JobSheet

Available templates

JobSheet offers multiple invoice templates for print and server PDF output. The default is Classic (logo, from/bill to, line table, totals, bank footer).

Change template

1. Open Workspace as the workspace admin.
2. Find Invoice template under company or document settings.
3. Pick a template (e.g. Classic, Modern, Minimal — options depend on your release).
4. Choose Save workspace.

New server PDFs generated after the change use the selected template. Existing archived PDFs keep their prior layout.

Preview

1. Open any invoice.
2. Choose Print / PDF for a browser preview (React layout).
3. Choose Download PDF for the server template when available.

Related guides

• Download an invoice or quote PDF
• Set up custom branding
• Set bank details and payment terms