Invoice Templates

Create re-usable invoice templates to save default preferences for invoices you would like to send to your customers or client’s with accounts set up. Invoice templates give you the flexibility to add default notes to the template, choose your tax and shipping costs as well as choosing how your customer will receive their invoice.

Finding an invoice template

1. Go to the ‘Settings’ page.
2. Click on the 'Templates' button.
3. Click on the ‘Invoice Templates’ button.
4. A list of invoice templates is shown under ‘Invoice Templates’.
5. Once found click on the invoice template to view it.

Adding a new invoice template

1. Go to the ‘Settings’ page.
2. Click on the ‘Invoice Templates’ button.
3. Click on the ‘Create Invoice Template’ button.
4. Add the Name and Invoice Title.
5. To add more information to the invoice you may:
   1. Click on the ‘Additional Note’ drop-down menu and add a section title and section description as required.
   2. Click on the ‘Delivery Note’ drop-down menu and add a delivery section title and transit description as required.
   3. Click on the ‘Custom Note’ drop-down menu and add a custom section title and description as required.
   4. Click on the ‘Footer’ drop-down menu and add a footer note as required.
6. Edit the senders details including name, address, phone and email or leave as the default shown in faint text.
7. Upload relevant company logos or graphics to appear on the invoice.
8. Click on the ‘Save’ button to save changes.

Editing an invoice template

1. Go to the ‘Settings’ page.
2. Click on the ‘Invoice Templates’ button.
3. Click on the desired invoice template to edit.
4. Edit the name, and other additional fields as desired.
5. Edit the cost and sender details as required.
6. Click on the ‘Save Invoice Template’ button to save changes.

Deleting an invoice template

1. Go to the ‘Settings’ page.
2. Click on the ‘Invoice Templates’ button.
3. Click on the desired invoice template to delete.
4. Click on the ‘More Actions’ button.
5. Click on the ‘Delete’ button.