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Creating an invoice template

Stop entering the same line items, descriptions, amounts, and payment schedules! Set up a template to save time creating invoices.

Kelly Beeby avatar
Written by Kelly Beeby
Updated over a week ago

What is an invoice template?

It's a way for you to add line items, amounts, tax, descriptions, amounts, notes, attachment, settings, and a payment schedule that you can access and use any time you need to generate an invoice.

Why would I use an invoice template?

Use templates to save time creating invoices! Many of us use the same information from client to client so starting from a template prevents you from having to create everything from scratch.

How do I create an invoice template?

  1. Click the "More" button in your left side navigation

  2. Select Invoice Templates

  3. Click the "+ TEMPLATE" button

4. Title your template and enter all of the necessary details

5. Click "SAVE" or "USE". If you click "USE", the template will also be saved to your account

Using an invoice template

When you're ready to use your template, click "+ INVOICE" then "Apply a template". When you use a template, you are still able to make changes to any of the pre-populated fields.

Pro Tip: Create invoice templates for each of your different services!

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