---
title: How do I use templates?
description: Customize your quotes and invoices while saving a ton of time by taking advantage of templates. We've compiled a list of resources below.
---

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1. [Help Center](https://help.paycove.io/knowledge)
2. [Frequently Asked Questions](https://help.paycove.io/knowledge/frequently-asked-questions)
3. [Managing Quotes and Invoices](https://help.paycove.io/knowledge/frequently-asked-questions#managing-quotes-and-invoices)

# How do I use templates?

Customize your quotes and invoices while saving a ton of time by taking advantage of templates. To give you a jump start, we've compiled a list of resources below on the ins and outs of templating with Paycove.

### Videos

#### Create multiple templates, add CRM data, and edit buttons and labels

<iframe height="144.64" src="https://www.youtube.com/embed/AIIQJwGEj_4?feature=oembed" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;" width="256" allowfullscreen data-mce-src="https://www.youtube.com/embed/AIIQJwGEj_4?feature=oembed" data-mce-style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

 

#### Advanced template customization with Markdown and Liquid syntax

<iframe width="256" height="144.64" src="https://www.youtube.com/embed/HfNlyhySbns?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen title="Advanced Quote and Invoice Template Customization with Markdown and Liquid Syntax in Paycove" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

 

#### Scheduled payments, split payments, and auto-billing

<iframe width="256" height="144.64" src="https://www.youtube.com/embed/BFm4oiQSkiA?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen title="How to Setup Scheduled / Split Payments in Paycove" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

 

#### Use the Payment Planner to its full potential

<iframe width="256" height="144.64" src="https://www.youtube.com/embed/G4yeofFxfCw?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen title="Payment Plans" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

### Articles

#### [**Templates: Formatting Text, Labels, and Buttons**](https://help.paycove.io/knowledge/formatting-text-in-templates)

If you'd like to learn specifically about adding and editing text in templates, then take a look at this article.

 

#### [**Scheduled Payments, Split Payments, and Auto-Billing**](https://help.paycove.io/knowledge/scheduled-payments-split-payments-and-auto-billing)

Learn all about scheduled payments. (Companion video in list above.)

 

#### **[Payment Planner](https://help.paycove.io/knowledge/using-the-payment-planner)**

Allow customers to create their own payment plan, based on the rules that you set. (Companion video in list above.)

 

#### **[Matching Deals to Particular Templates](https://help.paycove.io/knowledge/matching-deals-to-particular-templates)**

This article discusses the "Matching CRM Attributes" function.

- [Help Articles](https://help.paycove.io/knowledge/help-articles#main-content)

    - [Getting Started and Integrations](https://help.paycove.io/knowledge/help-articles#getting-started-and-integrations)
    - [Customizing Templates](https://help.paycove.io/knowledge/help-articles#customizing-templates)
    - [Managing Quotes and Invoices](https://help.paycove.io/knowledge/help-articles#managing-quotes-and-invoices)
    - [Products and Subscriptions](https://help.paycove.io/knowledge/help-articles#products-and-subscriptions)
    - [Payments, Taxes, and Fees](https://help.paycove.io/knowledge/help-articles#payments-taxes-and-fees)
    - [Account Settings](https://help.paycove.io/knowledge/help-articles#account-settings)
    - [Other Help Articles](https://help.paycove.io/knowledge/help-articles#other-help-articles)
- [Frequently Asked Questions](https://help.paycove.io/knowledge/frequently-asked-questions#main-content)

    - [Managing Quotes and Invoices](https://help.paycove.io/knowledge/frequently-asked-questions#managing-quotes-and-invoices)
    - [Integrations](https://help.paycove.io/knowledge/frequently-asked-questions#integrations)
    - [Payments](https://help.paycove.io/knowledge/frequently-asked-questions#payments)
    - [Account Settings](https://help.paycove.io/knowledge/frequently-asked-questions#account-settings)
    - [Pricing and Plans](https://help.paycove.io/knowledge/frequently-asked-questions#pricing-and-plans)
    - [Other](https://help.paycove.io/knowledge/frequently-asked-questions#other)

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