Create a New Invoice Template

You can create as many invoice templates as you need.

To create a new invoice template:

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