Create Invoice from a Template

Who can use this?

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

Create invoices from invoice templates from the Invoice Dashboard or a Customer Profile.  

  1. Select New Invoice.
  2. Head to the From Template tab.
  3. Select your template. 
  4. Select Create Draft Invoice.
  5. Add standard Description, Price List Items, Miscellaneous Items, Labour Items, Notes
Note: If you'd like Tradify to pull through the latest pricing from your price list items and billing rates, please select Update template with latest price list items and billing rates.
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.
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