Creating and Using Invoice Templates on Tradify Web and Mobile

Templated Invoices give you a quick and easy way to create invoices of similar type without the need to start from scratch every time.

Note: When you create an invoice from a template, the amounts on the invoice will update to match whatever pricing level and tax you are using for that invoice and customer.

  

Creating Invoice Templates  

Head over to "Invoices" > "New Invoice Template".

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Within the Invoice Template Name field, provide a name which makes the template easy to identify.

Note: Invoice template names must be unique.

Once you've given your template a name and clicked "OK", the following fields become available to edit:

Description - The description field will be populated over to the invoice exactly as it’s formatted within the template.

Notes - For more information on adding notes and attachments, please see here.

Add Line Items - To add labour or material line items to the Template, click the "Add Line Item" button.

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The following three options are presented when adding a new line item:

  • Time – Use this option to add a labour/time component to your template.
  • Price List Item – Use this option to add default Price List Items to your template. For more information on creating Price List Items, please see here.
    Note: If you'd like to create a new Price List Item within the template, click the + icon (right-hand side of Item Code search field).
  • Miscellaneous – Use this option to add stand-alone line items to your template. Miscellaneous items are typically used as one-off items that are specific to this Invoice. They won’t be saved as a default item for future use.

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Once you’ve added all the necessary details to your template, click the "Save" button to create your template.

Note: Tradify will save the template under the "Templates" tab.

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Using an Existing Invoice as a Template

Tradify also has the ability to turn existing invoices into templates. This may be useful if you’ve previously created an invoice that is likely to be re-used again in future for similar types of work.

Important 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.

Click on "Invoices" > "Open the relevant Invoice", then select the "Options" tab, followed by "Copy Invoice to Template".

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Provide a name for your new invoice template and select "OK". 

Note: Tradify won’t be able to create the template unless it’s given a unique name.

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Note: Tradify will now take you to the template. If you’d like to add extra details to the Template, feel free to do so now.

Once you’ve added all the necessary details to your template, click the "Save" button to create your template.

Note: Tradify will save the template under the "Templates" tab.

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<pre>mobile-section</pre>

You can easily create Invoice Templates on your Tradify mobile app. 

Creating a Template on Tradify's Mobile App

  1. Head to your Invoices tab.
  2. When in Invoices, select the ... in the upper-right corner. 
  3. Select Create New Template.
  4. Fill in your template as necessary.
  5. Select Save.

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