How can I create an invoice template?
By creating an invoice template and saving the template you can issue new invoices in just two clicks.
How to create the template?
| App
- From the Menu, click on Invoices;
- Click on Create template;
- Add the client;
- Add the item;
- Fill out all the other fields (if you want to);
- And Save template.
From the My templates sections you’ll be able to edit and delete templates, and even mark the templates as favourites.
The templates must be created with a client and an item.
Make sure to confirm the date of the invoice when using the template. You can edit the date if you need to.