1. Navigate to https://app.allotrac.io/ and log in to your Allotrac.io instance
2. Click the "Configure" tab from the side menu
3. Click the "Invoice templates" button from the drop down
4. Decide whether you would like a classic, modern or minimal template by clicking on the correct radio button
5. Click the "Logo" field to attach your company logo file
6. Click the "Signature image" field to attach your signature file
7. Click the "Primary colour" button to select the primary colour of your invoice template
8. Alternatively, if you know the hexidecimal code then you can type that in here
9. Click on the "Signature text" field and type in the text that you want to situate
10. Select your default invoice due date
11. Select your default period
12. Assign either an estimate or a quote to the template via the "Default name" field
13. To hide the pricing from appearing in your delivery notes, click the "Hide prices" toggle
14. If you want the payment date visible in the PDF, enable it here
15. Set the amount of default decimal places within your invoice template pricing
16. To customise the default text that populates in your invoices, click the "Of invoice" tab.
17. Click on the textbox and type in the default text that you want to appear on each document type that you will be sending out of the system
18. Repeat this process for your estimates
19. Repeat this process for your advances
20. Repeat this process for your credit notes
21. Repeat this process for your delivery notes
22. Repeat this process for your thermal invoices
23. Click on the "TAX CLAUSES" text field and type in the default tax clause
24. Select the area in which this tax clause applies to by clicking on the "Destination" dropdown
25. Type in the default "EMAIL MESSAGE" that will be attached to the templates
26. Type in your default "Footer text" which will attach as a default to the bottom of your invoice templates
27. Click the "Save customizations" button to save your changes
You have now customised your default invoice template. This change will now apply to your invoices as soon as they are generated