# Creating an invoice template * Enter the Target Object (e.g. Quote), a template name, and save to create a placeholder for the invoice.
*** * Use the Page Header component to maintain a consistent company style for your documents by placing company information at the top or bottom of each document. {% content-ref url="../basic-examples/howto-logo" %} [howto-logo](https://help.smallbuilder.com/smallbuilder-documents/basic-examples/howto-logo) {% endcontent-ref %} *** * Use a Table component to display key information on the invoice.

Add a component by selecting `Component` > `Add Component` > `Table`. Now you can enter the contents of the table.

Optionally, select the cells you want to merge to make a title for the invoice, and press Merge to select the merge direction and the number of cells to merge.

*** * To add a value from a Salesforce object to the invoice, hover your cursor over the desired location and click the `Field` button to add a field.

Select where you want to enter the field. Click `Component` then `Field`, then choose the field to add. Finally, select a display format based on the data type.

*** * Use the Empty and Divider components to control the spacing between components in the invoice, or to separate content to make the document more readable. {% content-ref url="../basic-examples/howto-gap" %} [howto-gap](https://help.smallbuilder.com/smallbuilder-documents/basic-examples/howto-gap) {% endcontent-ref %} {% content-ref url="../basic-examples/howto-separators" %} [howto-separators](https://help.smallbuilder.com/smallbuilder-documents/basic-examples/howto-separators) {% endcontent-ref %} *** * Use the **Table (Related)** to display a list of the products you are charging your customer for.

Component > Add Component > Related List

Select the appropriate object for the product you want to add -> Select the fields to display -> Apply

Use the arrows to change the order of the fields -> Choose whether to sum or number fields -> Confirm

***

Preview

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