Convert an Invoice into an Invoice Template

Who can use this?

Platform: Web            Plan: Pro | Plus            Staff Permission: Invoicing

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.

 

 

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