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Create a new invoice template

Creating invoice templates is fast! Here's how it's done:

  1. Hover over the gear icon, and then click Settings 
  2. Under Receivables, click Invoice Templates
  3. On the Invoice Templates page, click New
  4. Make it the default template by checking the box at the top of the template editing screen
  5. A sample of what it looks like will be to the right of the edit boxes, the look can be changed using the "Style" drop down menu at the top of the screen
  6. Select options to customize the template - you can display or hide all invoice fields, and give them customized labels.
  7. Click Save