Can I add the same notes, items, or attachments to every invoice I create?

Yes! Invoice templates give you the ability to add the same items, notes, and attachments to each invoice that you create, saving you time when creating similar invoices. Here’s how:

1. In invoices, select Templates from the menu. Or, on desktop, click Settings and choose Templates.

2. Select the Plus (+) button to create an invoice template.

3. From here, you can adjust four areas:

   1. Revenue stream: If you’re operating with multiple revenue streams, choose the right one here.

   2. Items: Create new items or select previously added items from your library. Once you’ve added at least one item, you can add Discounts and Fees.

   3. Notes: Enter any freeform text that you’d like to include with your invoice.

   4. Attachments: Any files that you want to make sure are always attached to your invoice. These could be terms, contracts, or other information. Be sure to keep your files under 25MB.

4. Select Create and enter a name for your invoice template.

Now, when creating a new invoice, choose Create from template and select New invoice under the template that you’ve created. Your selections will automatically be applied to that new invoice.

It isn’t possible to edit a template after creating it. To delete a template, navigate to Templates and select the … menu to find the Delete template option.