Managing Multiple Document Themes in Tradify

Topic

Learn more about managing multiple document themes in Tradify for your Quotes, Invoices, Purchase Orders and Job Service Reports.

Start with How to Use Document Themes if you haven’t used document themes before.

Many businesses will only ever need one document theme. It is however possible to create multiple document themes in Tradify, e.g. to support having multiple trading entities under one holding company.

On this page

• Creating document themes
• Updating document themes
• Selecting a document theme for each document type
• Setting up default document themes
• Archiving document themes

Creating document themes

To create a new document from the invoice or quote preview tab, click the + button to the right of the currently selected Document Theme.
 

Alternatively, navigate to Settings -> Document Themes, and click New Document Theme.
 

Updating document themes

Navigate to Settings -> Document Themes, and click the link if the document theme you want to update.
 

Alternatively, click Customise this Document Theme from the invoice or quote preview tab to update the currently selected Document Theme.
 

Selecting a document theme for each document type

To change the document theme for a specific invoice or quote:

1. Click on the Preview tab
2. Change the Document Theme.
    

To change the document theme for a specific purchase order:

1. Change the Document Theme.
2. Click Save & Continue or Save & Exit.
    

To change the document theme for a specific job service report:

1. Change the Document Theme.
2. Click Save & Continue or Save & Exit.
    

Setting up default document themes

To change the company-wide default document theme:

1. Navigate to Settings -> Document Themes.
2. Change the Default Document Theme.
3. Click Save.

It is also possible to set a default document theme per customer:

1. Open the Information tab for the customer
2. Click + Financial info, Delivery methods, Custom info to see these advanced options
   
   
   
    
3. Scroll down till you see Document Theme in the Financial Information section
4. Change the Document Theme
5. Click Save & Continue or Save & Exit
    

Additional Information

See here for more info on Document themes: How To Update a Document Theme