Create an Invoice Template on Tradify Mobile

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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.

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Create Templates on Mobile

  1. Head to your Invoices page.
  2. Select the ... in the upper-right corner. 

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  3. Select Create New Template.

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  4. Fill in your template.
  5. Select Save.

 

Additional Information

See here for how to apply your template when creating an invoice.

 

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