How do I Include Template while Creating Invoice?

Updated on April 9, 2018 12:56AM by Admin

Invoices app allows you to include templates while creating invoices. You can include the template by selecting it from the template field, which is given as a default one in invoice creation page. Lets take a look at the following steps.

Steps to Include Template While Creating Invoice

  1. Login and access Invoices App from your universal navigation menu bar.
  2. Click on “Invoice” button and select “Create New Invoice” from left navigation panel.
    create invoice 
  3. You can view "What do you want to include" Pop up, From which select your option.
  4. You can view "Create New Invoice" page, in which you can find:
    • Template – Select a template from the drop down.
      PDF template
  5. Provide all information relating to invoices.
    create invoice
  6. Click on “Email Invoice” button to finish.

Related Links