Choose a document layout and branding

Step by step

1. 1

   Open Branding

   Use the Branding area in Settings to see the document presentation controls and live preview.

2. 2

   Choose a layout

   Select Tallyo, Basic, Modern or Professional to find the structure that suits your business.

3. 3

   Add your visual details

   Choose the brand colour and logo position, and decide whether item rows should use alternating colours.

4. 4

   Preview and save

   Check the sample document at different preview sizes, save your choices and review a final PDF before sending it to a customer.