How to Create and Use Invoice Templates

If you frequently create similar invoices, using invoice templates can save you time and streamline your workflow. This guide walks you through creating and using invoice templates in a few simple steps.

Step 1. Access Invoice Templates

1. Open the CRM section.
2. Select a Company or Wholesaler from your CRM.
3. Navigate to the Invoices area where you can access the option for invoice templates.

Step 2. Create an Invoice Template

1. Start by creating a new invoice.
2. Add the products or services that are commonly included in this type of invoice:
   • For example, if you often sell the same three products, add those to the invoice.
3. Specify any recurring details, such as quantities, durations, or other standard information.

Step 3. Save the Invoice as a Template

1. Once the invoice is set up the way you want, save it as a template:
   • Look for the Save as Template option.
2. Name the template to make it easily identifiable for future use (e.g., "Sample Order Template").

Step 4. Use the Template for Future Invoices

1. When creating a new invoice for a similar scenario:
   • Select the Invoice Templates option.
   • Choose the saved template from the list.
2. The invoice will populate with the saved details, providing a foundation you can adjust as needed.

Step 5. Customize as Necessary

1. If you need to make changes to the template for a specific invoice, modify the details after selecting the template.
2. Save or send the invoice as usual.