Creating Invoices from Templates

Creating Invoices from Templates (within the Invoice Dashboard)

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

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Enter the customer name and then select the "From Template" tab. Use the dropdown field to choose the relevant template and then select "Create draft invoice".

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".

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Creating Invoices from Templates (within the Customer profile)

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

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Navigate to the "From Template" tab and select the relevant template from the dropdown, then press "OK".

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".    
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