CIMS Template Overview

Professional PDF templates for invoices, quotes, and receipts. Customize accent colour, titles, footer, and visible fields under Settings → PDF invoice template. Click any template for a larger preview.

Quote template

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Features

Same professional layout as invoices for brand consistency
Valid-until date instead of payment due date
One-click convert quote → invoice when the client accepts
Shareable customer link and QR code on the PDF
Configurable title (QUOTE / PROPOSAL / ESTIMATE)
Discounts, tax toggle, and multi-currency support

When to use

Propose scope and pricing before work begins
Lock a validity window so pricing does not drift
Win the deal, then convert to an invoice without retyping lines

Quotes stay in draft or sent until accepted or declined. Converting creates a linked invoice with the same customer, items, and totals.

Invoice template

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Features

Business logo, name, address, phone, email, website, and tax ID
Customer “Bill to” block with name c/o business name
Line items with description, quantity, unit price, and line totals
Fixed or percentage discounts and optional tax rate
Issue date, due date, invoice number, status, and notes
Shareable customer link with QR code on the PDF

When to use

Request payment for completed or scheduled work
Track balances, partial payments, and paid status
Collect online via Stripe or PayPal on the share link

Invoices can be drafted, sent, partially paid, or marked paid. PDF download and email/WhatsApp delivery keep the same branded layout.

Receipt template

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Features

Optional auto-generation when you record a payment
Links to the parent invoice and payment method
Reference / gateway ID and optional payment notes
Clear “PAID” watermark treatment on the PDF
Downloadable PDF matching your brand colours
QR code for quick online verification

When to use

Confirm a partial or full payment to the customer
Keep an audit trail tied to the original invoice
Email or download proof of payment after gateway checkout

Receipts are generated from the Payments flow. Each receipt shows amount paid, method, and reference so customers and accountants can reconcile quickly.

Sharing + Header and Footer Template Features

Accent colour — applied to titles, borders, totals, and the paid stamp
Custom titles for Invoice, Quote, and Receipt
Footer message (e.g. “Thank you for your business”)
Toggle logo, tax ID, website, phone, and address on or off
A4 PDF via html2canvas + jsPDF; QR code links to the customer share URL
Public share links so clients view and pay without creating an account

Go Home Open CIMS Settings to customize Live Support

Changes in Settings apply to all new PDF downloads and share previews.