Invoice templates help you create new invoices efficiently by referencing an existing invoice template. Invoice templates are also required to set up payment links and payment as a next step.

Create an invoice template

An invoice template can be created in one of three ways:

  1. Go to the Templates screen and click on the Create template button.

  2. Or, open an invoice from the Invoices table (of any status — draft, sent, or paid). Select Create template by clicking on the ⚙.

  3. Or, click on … menu for an invoice (of any status — draft, sent, or paid) in the Invoices table and select Create template.

From there, complete the details of the invoice template like you would for any invoice. The only difference is that an invoice template does not include a client field.

Create a new invoice based on an invoice template

A new invoice based on an invoice template can be created in one of three ways.

  1. Click the Create invoice button from the Invoices screen. Once you click on it, you'll see the list of available templates that can be selected.

  2. Or, click on the … menu in the Templates table and select Create invoice.

  3. Or, open an invoice template on the Templates screen. Click on the row or select open from the … menu. Select Create invoice by clicking on the ⚙.

From there, complete the details of the invoice like you would for any invoice.

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