Create invoices from invoice templates from the Invoice Dashboard or a Customer Profile.
- Select New Invoice.
- Head to the From Template tab.
- Select your template.
- Select Create Draft Invoice.
- 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.