Create an Invoice Template

Use the Invoice Template Editor form to create and update invoice templates, which determine the format and content of your invoices. You can create as many invoice templates as you need.

To create an invoice template:

  1. In the Navigation pane, select Settings > Billing > Invoice Template Editor.
  2. On the Invoice Template Editor form, click + New Invoice Template.
  3. In the Enter Invoice Template Name field, enter a name for the invoice template.
  4. Complete the information on all tabs of the form.
  5. Click Save.