Creating and Editing a Template
To create a new template, click on the + Invoice Template button in the Invoices page.
Invoice templates use relative dates. When you create an invoice from a template, the invoice date is automatically set to the current date, and all related dates are adjusted to maintain the same intervals defined in the template.
Setting Defaults
Everything you add to an invoice template is automatically included when you create a new invoice from it.
Before sending the invoice, you can review and update any of the pre-filled details. Invoice templates can include:
- Line items with default prices, quantities, and dates
- A default payment schedule and retainer
- Default visibility settings
- An invoice memo
