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A Guide to Using Invoice Templates

What can you do with Invoice Templates?

• Create templates that contain settings such as tax rates, payment terms and custom logos.

• Create templates containing items that you often or always include in an invoice.

Invoice Templates Guide > Overview

When could you use Invoice Templates?

• Create templates for your main customers.• Create templates with tax settings for

different countries or states.• Create templates for similar work you carry

out frequently.

Invoice Templates Guide > Overview

Invoice Templates Guide > Step 1 – Open Invoice Manager

Click INVOICE Manager, then click Invoice Templates.

Invoice Templates Guide > Step 2 – Create a New Template

Click CREATE TEMPLATE

Invoice Templates Guide > Step 3 – Name the Template

Enter a Template Name and Display Order then click CONTINUE

Invoice Templates Guide > Step 4 – Change Invoice Settings (if required)

Click on “Show Invoices Settings”, make any changes then click UPDATE.

Invoice Templates Guide > Step 5 – Enter Basic Invoice Details

Enter details for the Invoice Template then click CONTINUE

Invoice Templates Guide > Step 6 – Add items to the template

Add Line Items and Fixed Cost Items then click CREATE TEMPLATE.

Invoice Templates Guide > Step 7 – Using an Invoice Template

Start a new Invoice as normal then click the “Create from Template” link.

Invoice Templates Guide > Step 8 – Choosing an Invoice Template

Select the template from the drop-down list.

Invoice Templates Guide > Step 10 – Make any changes as needed

Carry on as you would for a normal invoice, making any required changes.

www.proworkflowblog.comThese slides are available on our blog

That’s all folks!!