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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

  1. From the Menu, click on Invoices;
  2. Click on Create template;
  3. Add the client;
  4. Add the item;
  5. Fill out all the other fields (if you want to);
  6. 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.
  • Always review and confirm the invoice date before issuing. You may adjust the date as needed.