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Creating and Using Invoice templates

How to make a new invoice template, then use it on a new invoice

Updated over a year ago

Creating and Using an Invoice Template

  1. Create a New Invoice

    • Enter all necessary information such as services, invoice message, and coupons.

  2. Save as Template

    • Click on "Save as Template" button.

    • Give the template a name and save it.

  3. Using the Template

    • Start a new invoice.

    • Click on "Select Invoice Template".

    • Choose the desired template.

    • Click "Select Invoice Template" to import all information from the template.

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