Create & apply invoice templates

Our templates are used to automate routine procedures and save loads of time. Here, we show you how to create an invoice template proactively or while creating a pipeline so that you can apply it as an automation .

Create invoice templates

An invoice template can be created by a firm owner, admin or team member with access rights to manage templates . To create an invoice template:

1. Go to Templates > Firm templates from the left menu bar, then Invoices.

2. Сlick Create template.

   

   Also, you can start creating a template by adding the Create invoice automation while making or editing a pipeline, then clicking New template.

   

3. Fill out the invoice template details.

4. Click Preview at the top right to see in advance the exact PDF your clients will get. If you are happy with what you see, click Save & exit from the preview mode.

For a description of each field, see invoice template field reference .

Tip

To customize the look of your invoices and white-label them, click Invoice settings from the preview mode. Find out more on how you can customize the invoice look .

Apply invoice templates

Invoice templates could be used either while creating invoices, while creating proposals or proposal templates or when setting up the pipeline automation .

Here’s how:

1. Create a new invoice or add an invoice to the proposal.

2. Click the Invoice template list to expand it, then select a template.

3. Continue by setting up the invoice. You can now make changes to the amount, tax rate, etc.

   

   Note

   Changes you make on an invoice don’t affect the template.

Edit invoice templates

To make changes to an invoice template, follow these steps:

1. Go to Templates > Firm templates from the left menu bar, then select Invoices. Next, click on the invoice template name in the list.

2. Make changes to the invoice template, then click Save & Exit.

For a description of each field, see invoice template field reference .

Duplicate invoice templates

To create a new invoice template from an existing one, click the dots to the far right of the invoice template, then select Duplicate from the drop-down. A copy of the invoice template will be saved with a suffix (e.g., Form 1040 (2)).

Delete invoice templates

To remove an invoice template completely, click three dots to the far right of the invoice template name, select Delete and confirm deletion.

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