Service & Discount Templates

Your service catalog for quick invoicing

Service Template #

Create a catalog of your services for quick invoice line item entry.

Adding a Service Template #

1. Navigate to Templates > Service Templates
2. Click Add Service
3. Enter:
   • Service Name: e.g., “Website Development”
   • Description: Detailed description
   • Default Price: Your standard rate

Using Service Template #

When adding line items to an invoice, click Import from Templates to quickly add pre-configured services.

Discount Template #

Save commonly used discounts for easy application.

Adding a Discount Template #

1. Navigate to Templates > Discount Templates
2. Click Add Discount
3. Configure:
   • Discount Name: e.g., “Early Bird Discount”
   • Type: Percentage or Fixed Amount
   • Value: The discount amount