Templates & Customization

Make ezcoute look the way you want.

Document templates

Under Settings → Templates you can pick template designs and accent colors for quotes/invoices and letterheads.

Default content

Set default notes, terms and an optional custom section per document type under Settings → Documents. These pre-fill new documents and can be edited per document.

Dashboard layout

Use the Customize button on the Dashboard to show or hide sections (Revenue, Quotation Conversion, Receivables, etc.). Key Metrics, Quick Actions and Upcoming Payments are always shown.

Banking

Add bank accounts under Settings → Banking; choose which appear on each document.