Create an Invoice Template on Tradify

Topic

You can easily create Invoice Templates on Tradify to quickly invoice customers for your work.

Create Templates on Web

1. Go to the Invoices Page.
2. Select the Templates Tab.
3. Select New Invoice Template.
4. Fill in the template details.
5. Select Save.
   
   

Create Templates on Mobile

1. Head to your Invoices page.
2. Select the ... in the upper-right corner. 
   
   
    
3. Select Create New Template.
   
   
    
4. Fill in your template.
5. Select Save.

Invoice Template Fields & Options

Invoice templates have a few fields and options that enable you to add detail and items to the template to make Invoices using the template easier in future: 

Template Name: This field is used to create the name you will select to use this template.

Description: Add information about the job/work the was completed.

Tax: The default document tax setup (Inclusive, Exclusive, No Tax).

Line items: Time, Price list items, Kit, & Miscellaneous.

Notes: Text notes and files for internal reference.

Invoice Attachments: Images (JPEG, PNG, JPG) and Files (PDF) to include with the Invoice.

Additional Information

See here for how to create Invoices from Templates: Create Invoice from a Template