Invoice Templates

Navigate via Settings (gear icon) → Templates.

#What a Template Controls

A document template defines:

• Name — internal name for the template
• Description — optional notes
• Type — document type the template applies to
• Company entities — which entities can use this template
• Invoice pattern — number/format pattern for the document number
• Background color — color used on the rendered document
• Reply-to email — default reply-to when this template is used to send a document
• CC emails — default CC recipients
• Default email subject — subject line used when sending
• Default email message — body text used when sending (max 750 characters)
• Additional text — extra text rendered on the document
• Show contract period — whether to display the contract period on the rendered document

#Creating a Template

1. Go to Settings (gear icon) → Templates
2. Click + Create template
3. Fill in the fields above
4. Save

#Editing a Template

Open a template to update its fields. Changes apply to future documents that use the template.

#Assigning a Template to an Invoice

When creating or editing a sales invoice, pick a Document template in the invoice header. The template controls the document layout and the email defaults when sending.

#Related Articles

• Invoice generation
• Sending invoices