To create an Invoice Template, simply log in to your account and click on Settings in the menu of your Project Dashboard. 

Next, click on the Templates tab, and then select the
Invoice option towards the left to open the tab where you can create as many Invoice Templates as you need!

There are lots of invoice details that you can template. Things like:

  • Your contact information to the top right of your invoice
  • Line items and detailed descriptions
  • Discounts
  • Tax rates on certain line items
  • Lead-ins for invoice numbers
  • A thank you message or invoice notes

Create Invoice Templates for all of your services so that you can quickly edit and send them to clients. 

Have questions or need assistance setting up your custom invoice templates? Get in touch with our customer support  team through the messenger below.

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