> For the complete documentation index, see [llms.txt](https://docs.samita.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.samita.io/sa-request-a-quote/pdf-templates/invoice-pdf.md).

# Customize the invoice PDF

Set up the Invoice PDF template in Advanced settings so the document that goes with a draft order shows the right details.

Once a customer accepts your quote and you turn it into a draft order, the document they pay against is a different thing from the quote. In the app it comes from **Invoice PDF**: the "Template used to convert a draft order to a PDF file".

A quote can be approximate and persuasive. An invoice has to be exact, because someone in an accounts department will check it.

## Where to find it

In the app sidebar, click **Advanced settings**, then choose the **PDF template** tab. **Invoice PDF** is the second of the two templates there.

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2Fgit-blob-d94962107a9ddf41cecbb39933d10d664f2f259e%2FScreenshot%202026-09-30%20at%2000-21-29.png?alt=media" alt="The PDF template tab of Advanced settings with the Invoice PDF row outlined in red"><figcaption><p><strong>Invoice PDF</strong> is the second of the two templates.</p></figcaption></figure>

## Set the template up

{% stepper %}
{% step %}

### Open Advanced settings

In the app sidebar, click **Advanced settings**.
{% endstep %}

{% step %}

### Go to the PDF template tab

Choose **PDF template** from the list of tabs.
{% endstep %}

{% step %}

### Open Invoice PDF

Open **Invoice PDF**. The editor is headed **Invoice PDF template**. It is a separate template from **Quote PDF**, so set this document up on its own screen rather than assuming it inherited anything from the quote template.

The left-hand column holds three sections you expand one at a time — **Design**, **Content** and **Translations** — and the **Preview** on the right redraws as you change them.

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2Fgit-blob-ed8ff13ea153fb071b6cd0397ff9c3892c2a9b21%2FScreenshot%202026-09-29%20at%2016-56-04.png?alt=media" alt="The Invoice PDF template editor with its settings on the left and the invoice Preview on the right"><figcaption><p>The invoice template is set up on its own screen, separately from the quote PDF.</p></figcaption></figure>
{% endstep %}

{% step %}

### Put your branding on it in Design

Expand **Design** and work down it:

* **Header size** and **Font size**, both in px.
* **Logo** — tick **Use a logo image**, set **Logo size** in px, then click the upload area to add the file. The app's own note reads: "Click here to upload an image. For the best quality, use a 512 × 512 px image." The field underneath takes an image URL instead, and is labelled **Enter an image URL to change it**.
* **Color & Background** — seven swatches: **Primary color**, **Background color**, **Table header color**, **Table header background**, **Table border color**, **Border color** and **Text color**.

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2Fgit-blob-d89c495d6dc69d65906afe896feed13c717c47f7%2FScreenshot%202026-10-01%20at%2000-16-01.png?alt=media" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Choose what the invoice shows on Content

Open **Content** and work down the groups, switching on what an invoice has to carry. The invoice template is not the quote template with a different title — it offers rows the quote does not. Every group and every row is listed in [What Content offers](#what-content-offers) further down this page.

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2Fgit-blob-2b3202cde8b12435f13900afebefed07ec9e35d7%2FScreenshot%202026-10-01%20at%2000-16-29.png?alt=media" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Translate the labels in Translations

Expand **Translations**. **Languages** picks the language you are editing; **Add language** adds another; the bin icon beside a language removes it (the default language cannot be removed).

Underneath is one text box per label printed on the document — among them **Quote invoice**, **Quote ID**, **Order amount**, **Issue date**, **Payment terms**, **Invoice from**, **Invoice to**, **Shipping**, **Product**, **Quantity**, **Price**, **Vendor**, **Total**, **Subtotal**, **Discount**, **Tax**, **Grand total** and **Note**. Type over any of them: this is also how you change a label in English, not only how you translate it.

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2Fgit-blob-febf25cf044b28ded79c53b76360bf000356f958%2FScreenshot%202026-10-01%20at%2000-16-50.png?alt=media" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Save

Changing anything brings up Shopify's save bar at the top of the admin. Click **Save** to keep the template, or **Discard changes** to drop it. Nothing you changed reaches a real invoice until you have saved.

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2Fgit-blob-08c9abbcfdeb0e680e97915166764bd10c1b40bd%2FScreenshot%202026-10-01%20at%2000-17-22.png?alt=media" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Check it against a real draft order

The **Preview** beside the settings is drawn from sample data. Before you rely on the template, turn one of your own test quotes into a draft order and produce the PDF from it, so you can see the finished document with real figures in it. See [Convert to a draft order](/sa-request-a-quote/managing-quotes/convert-to-draft-order.md).
{% endstep %}
{% endstepper %}

## What the document should show

An invoice carries obligations a quote does not, so the money lines matter more here than they do on an offer. Before you send one, read the finished document and check it carries:

* Payment terms, so the customer knows when payment is due.
* Discount, tax and shipping, each on its own line, so the total can be checked rather than taken on trust.
* A subtotal and a grand total — an invoice without a stated total will come straight back to you.
* Per-line prices and totals, because an accounts department reconciles line by line.
* SKUs, so the buyer can match your lines to their purchase order.
* Who the document is addressed to.

{% hint style="warning" %}
Invoice requirements are set by law where you trade, and they vary. Check with your own accountant which of these details you are obliged to show — this page cannot tell you what that is.
{% endhint %}

## Where the figures come from

The amounts on the invoice come from the quote you converted. Discounts, shipping and tax are set in **Cost management**, which has three tabs: **Discount**, **Shipping** and **Tax**. Get those right before you convert a quote, and the document will add up without hand-editing.

## Quote PDF or Invoice PDF?

<table><thead><tr><th width="250">Document</th><th>Purpose</th></tr></thead><tbody><tr><td><strong>Quote PDF</strong></td><td>An offer. Nothing is owed yet. Its job is to help the customer decide.</td></tr><tr><td><strong>Invoice PDF</strong></td><td>A request for payment on an agreed draft order. Its job is to get you paid.</td></tr></tbody></table>

## The watermark

PDFs carry a watermark until your store is verified. The app puts it this way: "Remove the watermark from your PDF. Please contact us to verify your store and receive this service for free."

{% hint style="info" %}
An invoice is the last document you want going out watermarked. Verification is free — write to <support@samita.io>, and see [Contact support](/sa-request-a-quote/help/contact-support.md).
{% endhint %}

{% hint style="info" %}
**Convert a quote to an order** is listed on the **PRO** plan, along with **Customizable PDF**. **PDF: quote & invoice** itself is on the **FREE** plan — see [Plan comparison](/sa-request-a-quote/reference/plan-comparison.md).
{% endhint %}

## What Content offers

<table><thead><tr><th width="210">Group</th><th>Rows</th></tr></thead><tbody><tr><td><strong>Quote info</strong></td><td>Quote ID · <strong>Order amount</strong> · Issue date · <em>Choose date format</em> · Payment terms · Discount · Shipping · Tax · Subtotal · Grand total</td></tr><tr><td><strong>Quote products</strong></td><td>Show product image · Show vendor · Show SKU · Show variants and options · Show quantity · Show price · Show total</td></tr><tr><td><strong>Other information</strong></td><td><strong>Invoice from</strong> — which opens out into <strong>Store name</strong>, <strong>Email</strong>, <strong>Address</strong> and <strong>Phone number</strong>, so you choose which of your own details appear · Customer information · Shipping address · Additional information</td></tr><tr><td><strong>Column width</strong></td><td><strong>33%</strong> or <strong>100%</strong></td></tr><tr><td><strong>Note</strong></td><td><strong>Order note</strong> · <strong>Thank you</strong>, with a free-text field beneath them</td></tr></tbody></table>

Three of these exist only on the invoice: **Order amount**, **Invoice from**, and the whole **Note** group. If you have set up the quote PDF already, those are the ones to look at.

The finished document is headed **INVOICE** and carries an **Order number** and an **INVOICE TO** column — which is why the labels you edit in **Translations** are worth a look before you send the first one.

{% hint style="info" %}
**Thank you** carries its own line of text, which starts as "Thanks for your business!". It is the last thing a buyer reads on a document they are about to pay, so it is worth making it yours.
{% endhint %}

## Next steps

* [Convert to a draft order](/sa-request-a-quote/managing-quotes/convert-to-draft-order.md) — create the draft order an invoice belongs to
* [Customize the quote PDF](/sa-request-a-quote/pdf-templates/quote-pdf.md) — the quote document, with every switch listed
* [Attach a PDF to quote emails](/sa-request-a-quote/emails/attach-pdf.md) — get the document to your customer


---

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