Invoice Templates

Save time by creating reusable invoice templates for recurring work.

Manage your invoice templates

Creating an Invoice Template #

1. Go to Templates from the sidebar
2. Select the Invoice Templates tab
3. Click Add Template
4. Configure your template:
   • Template Name: A descriptive name
   • Default Title: Pre-filled invoice title
   • Line Items: Standard services/products
   • Discount: Default discount settings
   • Tax Rate: Default tax percentage
   • Currency: Template currency
   • Notes: Standard notes/terms

Using Invoice Template #

When creating a new invoice:

1. Click Use Template
2. Select your desired template
3. The invoice will be pre-populated with template data
4. Customize as needed for this specific invoice