Creating Invoice Templates

Save time with unlimited invoice templates

Christina Farrow avatar
Written by Christina Farrow
Updated over a week ago

To create an Invoice Template, simply log in to your account and click on Business Settings Icon 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

  • 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.

Did this answer your question?