Convert an Invoice into an Invoice Template

Convert an existing invoice into a templates if you’ve created an invoice that is likely to be re-used again in future for similar types of work.

To create an invoice template from an existing invoice:

1. Go to your Invoice Dashboard.
2. Go to the invoice you'd like to transfer to a template.
3. In the Options drop-down menu in the upper-right corner, select Copy to Template.
4. Name your invoice. This name needs to be unique.
5. Edit the invoice as you see fit.
6. When you're ready, select Save & Continue or Save & Exit.

Note: Notes & attachments do not carry over to the template. These will need to be re-applied to the template once it's been created. All other details will be copied over.