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What can I customize on an Invoice Template?

Aisle Planner Invoice Templates

To create an Invoice Template, simply log into your account and click on Templates in the menu of your Project Dashboard. Next, click on Invoice to open the tab where you can create as many Invoice Templates as you need!

There are lots of invoice details that you can template. Things like:

  • Line items and detailed descriptions
  • Discounts
  • Tax rates on certain line items
  • Lead-ins for invoice numbers

Please note: You need to enter your business information into an Invoice Template. It does not automatically full it from your Business Settings like when you create an invoice on the fly.

Create Invoice Templates for all of your services so that you can quickly edit and send them to clients. Have questions? Get in touch with our customer service team here.

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