Signup & Setup

Introduction

You can create and edit invoice templates. You can also create multiple invoice templates if your company provides different services.

1 – Locating the invoice template page

1. Scroll up to the top of the page.
2. On the top menu, click Settings. A drop-down menu displays.
3. Select Invoice Templates. The Invoice Templates page displays.

2 – Editing an existing invoice template

The Invoice Templates page has two main sections: a preview panel on the right and a menu on the left. The menu lists your invoice templates. If you have a new account, there is one invoice template called Default. Edit the default file to create a new custom invoice template with your company information. If you skipped the Company Profile page while signing up for your free trial, enter data for all fields now.

1. Go to the menu on the left.
2. Double click the Default invoice template. The template displays in the preview panel.
3. Click the Edit button beside the invoice template name. The EDIT INVOICE TEMPLATE panel displays.
4. Add or change the information.
5. Change the Label Name of the invoice template (recommended).
6. Click Save. These changes now appear in the preview panel.

3 – Creating a new invoice template

You can create a new invoice template in a few seconds.

1. Scroll up to the top of the page.
2. On the top menu, click Settings. A drop-down menu displays.
3. Select Invoice Templates. The Invoice Templates page displays
4. Go to the menu on the left.
5. Click the ADD button.
6. The ADD INVOICE TEMPLATE panel displays.
7. Enter the required information, including the template’s Label Name.
8. Click Save. The new invoice template displays in the preview panel.