Creating/Using Invoice Templates

To Create a New Invoice Template from Scratch:

  1. Click on "Templates" in the top navigation bar.
  2. Find the "Proposals and Invoices" box and click "Manage Templates".
  3. Click on the "Add New Template" button.
  4. Enter the Template name; in the Type dropdown menu select "Invoice"; and click "Save".

This brings you to the Invoice Template details screen where there are areas to add things like:

  • Line Items - For adding descriptions of items, quantities, costs, etc.
    1. Click on the "+" icon in the top right corner of this area.
    2. Enter details for the item name; description; quantity/hours (must be at least "1" to calculate a subtotal for the item); unit cost; sales tax rate; and markup/discount rate.
    3. Click "Save" when you are finished.
    4. To add an image to the line item, click on the "+" symbol inside the gray box to the left of the line item and upload an image from your computer.
    5. Repeat until you have added all the line items you need.
  • Client Message - For including a brief message to the end of your Invoice (i.e., "thank you for your interest", etc.)
    1. Click on the pencil icon in the top right corner of this area to add or edit text for this field.

To Create an Invoice Template from an Existing Invoice:

  1. Click on the "Invoices" tool button in the Event Dashboard - OR - click on "Invoices" in the main navigation bar.
  2. Click on the "Save as Templates" button.
  3. From the dropdown menu, select the Invoice that you wish to save as a Template.
  4. After clicking "Save", the selected Invoice has been saved as a new Invoice Template in the Templates area, which you can now edit and modify.

To Import an Invoice Template into a New Invoice:

  1. Click on the "Invoices" tool button in the Event Dashboard - OR - click on "Invoices" in the main navigation bar.
  2. Click on the "Import Template" button.
  3. From the dropdown menu, select the Invoice Template that you wish to import as a new Invoice.
  4. After clicking "Save", the selected Template has been saved as a new Invoice. They will include all details from the Template (including the name), which you can now edit and modify.

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