How to Create and Edit Invoice Templates

You can create and customise invoice templates, synced to your accounting software to keep track of your customer and bill type invoices. Take control of your invoices' structure, variables, and content, to keep your branding consistent.

In this article:

Creating an Invoice Template

Editing an Invoice Template

Copying or Deleting an Invoice Template

Setting a Default Template

Read more about templates: Create and Edit Templates, Quote Templates

Creating an Invoice Template

Once you've accessed your template settings, you can create a new template by:

1. From the User Menu Panel, navigate to Settings > Templates and click Create.
2. Name your template.
3. From the Type drop-down, select Invoice.
4. Click Create again.

Editing an Invoice Template

To edit an existing invoice template, follow these steps:

1. From the User Menu Panel, navigate to Settings > Templates.
2. Select Invoice from the menu on the left, then click into the specific invoice template you want to edit.
3. Click Update. You will be taken to the HTML version of your template.
4. Update the template name if required, along with the subject.

5. Make any updates to the body text required, including adding any of the template variables listed next to the code.

   Please note: The body of the template will contain predefined HTML variables. You can adjust these and add more variables and text where required. To add an additional sentences to the template body, you will use the HTML variables at the start and end of the sentence as per the image below.

   

   
   
6. Once you've made your changes, click Preview.
7. Once you're happy with the new template, click Save Changes.