MobileBiz Pro has a wide range of customization options, from how your invoice PDFs look to the fields you see when entering data. Here is everything you can change.
PDF Invoice Layout
Control exactly what appears on your printed invoices, quotes, sales orders, and cash sales.
| Area | What You Can Change |
|---|---|
| Sale Totals | Show, hide, or rename each row in the totals section (subtotal, tax, shipping, balance, etc.) |
| Sale Columns | Change the column headers and data in the line items table |
| Other Areas | Show or hide Bill To, Ship To, Payment Details, and Other Information blocks |
| Extra Grid | Add a second table below line items (great for project details or supplemental data) |
| Watermark | Add status-based text watermarks like "PAID" or "VOID" |
| Template File | Switch between PDF template layouts or copy a template to create your own |
| Font size | Adjust text size for PDF and HTML output via the template's Inputs tab |
Access these from any invoice: tap the overflow menu > Modify templates > Print template.
See How to Customize Your PDF Invoice Layout to get started.
Company Information on Documents
- Company name, address, phone, email — Settings > Company name & address
- Company logo — Settings > Company logo
- Currency symbol and format — Settings > Currency & date formats
- Footer text, Bill To label, date labels — Settings > Printing > Override labels & dates
See How to Change Your Currency Symbol and Format.
Email and SMS Templates
Write the messages that get sent when you email or text a transaction to a customer. Use placeholder tags like {CUSTOMER.NAME} and {TNX.TOTAL} to insert live data automatically.
- Email templates — subject line, body, CC/BCC, and HTML formatting
- SMS templates — message text with the same tag support
Reach these from the Dashboard (Email templates) or from Lists > Email Templates.
Custom Fields
Add your own data fields to any part of the app to track information specific to your business.
| Field Type | Adds Fields To |
|---|---|
| Entity Fields | Customers |
| Item Fields | Products and services |
| Body Fields | Invoice and transaction headers |
| Column Fields | Individual line items on transactions |
| Project Fields | Projects |
| Company Fields | Company settings |
Field types include text, number, currency, checkbox, date, phone, email, URL, and barcode. Once created, custom fields appear on the relevant edit screens and their values can be shown on PDFs using template tags.
Reach these from Lists > Custom fields in the side menu.
Transaction Numbers
Change how invoice numbers, quote numbers, and other transaction numbers are formatted — add a prefix, suffix, or reset the sequence. Go to Settings > Transaction Numbers.
Print Date Formats
Override the date format used on printouts independently from the app date format. Go to Settings > Printing > Override labels & dates.
Projects on PDFs
Enable the Projects feature to assign jobs to transactions, then use the Extra Grid to print project names on PDFs.
See How to Show Project Names on Invoices.
Good to Know
- Most template settings are per company and per transaction type — invoices and quotes can look completely different.
- Tap the Tags button inside any template editor to see all available placeholder codes.
- Copy a built-in template before editing it so you can always restore the original.
Still stuck? Contact Support for help.