Templates

Sick of lesser invoicing applications that force you to use ugly documents that look as if they’ve been designed by a programmer from the 1980s?

Fret no more, today Cashboard gives you full control of what your estimates and invoices look like.

All paid accounts have access to the most flexible document templating system of its kind. You can edit what your templates look like, right down to the HTML and CSS code.

We’re using Liquid – a very robust template language, used by many popular web applications.

Of course, whatever you come up with can be turned into a PDF file with a click of the mouse. You’d expect nothing less from us, right?

Upload images to our servers for use in your templates. Feel like putting in your company’s logo? Go right ahead…what about a scanned signature of yours? Nothing is stopping you – the sky is the limit.

What else can you do with customized templates besides making them look different?

Glad you asked, here are a few great ideas…

• Change the language to your native tongue
  (Spanish, Chinese, German…or perhaps 3 templates you switch between when the need arises!)
• Have multiple templates specific to your clients
• Add default terms to all of your estimates
• Hide cash amounts on estimates
• Do away with showing line items all together
• Plaster your invoices with TAX INVOICE or GST text everywhere
  (For you folks from New Zealand, Australia, and Canada)

More information

• Basic syntax overview
• Variable reference list
• Multiple template support

Feedback?

Let us know what you’re doing with the new feature! We’ve created a whole new forum for sharing templates, and would love to see what everyone’s up to.

Enjoy, and happy invoicing.