How to create an Invoice template
The Invoice template feature allows you to customise the information contained in each invoice. You can make as many templates as you need and select them whenever an invoice is generated. The template creation is explained below.
Select the settings cog at the top right of the page.
Select General settings from the dropdown menu.
Click on the Accounting tab located within the list of tabs.
Select Invoice templates from the sub-menu.
Here you will see a list of all of the templates that have already been created. Select Create template at the top right of this panel.
Enter the title of the template in the Name field.
You can select a logo to appear on the invoice by selecting Choose file under the Logo heading.
The Address field allows you to enter a custom address to be shown on each invoice.
Invoice notes : use this field to enter any specific information which you want displayed within the invoice.
Credit note notes : use this field to enter any specific information which you want displayed alongside any credit notes that will be added to this invoice.
The Footer field allows you to enter in text to be displayed at the bottom of every invoice when exported to PDFs.
The Active tickbox allows you to select whether this template will be displayed on the Invoice template dropdown or not. This is very useful if you want to prevent a template from being used without having to delete it.
You can assign specific templates to be a team by using the Team field. This makes the template available to specific teams.
Select Save to finish the set up.
When you have completed the set up your template is then automatically available within the Invoice template dropdown when creating a new invoice. You can return and edit the template at any time by following steps 1 - 4 and then selecting the template name.
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How to create a template
Select the settings cog at the top right of the page.
Select General settings from the dropdown menu.
Click on the Accounting tab located within the list of tabs.
Select Invoice templates from the sub-menu.
Here you will see a list of all of the templates that have already been created. Select Create template at the top right of this panel.
Enter the title of the template in the Name field.
You can select a logo to appear on the invoice by selecting Choose file under the Logo heading.
The Address field allows you to enter a custom address to be shown on each invoice.
Invoice notes : use this field to enter any specific information which you want displayed within the invoice.
Credit note notes : use this field to enter any specific information which you want displayed alongside any credit notes that will be added to this invoice.
The Footer field allows you to enter in text to be displayed at the bottom of every invoice when exported to PDFs.
The Active tickbox allows you to select whether this template will be displayed on the Invoice template dropdown or not. This is very useful if you want to prevent a template from being used without having to delete it.
You can assign specific templates to be a team by using the Team field. This makes the template available to specific teams.
Select Save to finish the set up.
When you have completed the set up your template is then automatically available within the Invoice template dropdown when creating a new invoice. You can return and edit the template at any time by following steps 1 - 4 and then selecting the template name.
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Updated on: 29/06/2020
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