Creating Invoices from Templates (within the Invoice Dashboard)
Head over to "Invoices" > "New Invoice".
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".
Creating Invoices from Templates (within the Customer profile)
Head over to "Customers" > "Invoices" > "New Invoice".
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".