To create an Invoice Template, simply log in to your account and click on Business Settings Icon menu in your main navigation.
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
Merge fields (such as Lead Name, Lead Address, Lead Email and Lead Phone number)
Line items and detailed descriptions
Discounts
Taxable service charges
Tax rates on certain line items
Tax rates on service charges
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.