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Managing Invoice Templates

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Bytimothy A
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Overview: 

Managing invoice templates allows you to customize the design and content of your invoices to match your brand and business needs. This helps ensure consistency, professionalism, and clarity in your billing by standardizing elements like layout, business details, and payment terms.

Follow these steps to manage invoice templates:
Step 1: On your Dashboard, scroll down to the Sales section and click on Invoices.
Step 1: On your Dashboard, scroll down to the Sales section and click on Invoices.

Step 2: You will then be navigated to the Invoices tab.

Step 2: You will then be navigated to the Invoices tab.

Step 3: Click on Templates to proceed.

Step 3: Click on Templates to proceed.

Step 4: You will then be navigated to Invoice Templates.

Step 4: You will then be navigated to Invoice Templates.

Step 5: To edit or delete a template, click the three-dot menu of the selected template.

Step 5: To edit or delete a template, click the three-dot menu of the selected template.

Step 6: You can also pin a selected template by clicking the pin icon next to the three-dot menu.

Step 6: You can also pin a selected template by clicking the pin icon next to the three-dot menu.

Step 7: Clicking the checkboxes enables the bulk delete option.

Step 7: Clicking the checkboxes enables the bulk delete option.

Step 8: Click the + New Template button above to create a new template.

Step 8: Click the + New Template button above to create new template.

Step 9: You will then be prompted to a new page where you can start creating your new Invoice Template.

Step 9: You will then be prompted to a new page where you can start creating your new Invoice Template.

Step 10: Once you’re done, simply click the Save Template to save and apply the changes.

Step 10: Once you're done, simply click the Save Template to save and apply the changes.

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