Navigate to the Invoice templates page by tapping More
then Invoice templates
When you first open the default invoice template, this screen will appear as a reminder that any customisations or data entered on the template will appear on every future invoice using that template.
After reading, tap Got it
To start, tap on the default template
Notes:
For existing users: The default template is based on the existing invoice sent
For new users: The default template is mostly blank, but it will contain the information you entered when signing up, e.g. the name and email address
Editing the template name
1) Tap the pencil on the Invoice template field
2) Tap Edit name
3) Enter the template name, then tap Save
Adding or editing business details
1) Tap Logo and brand details to enter the business details for this invoice template
2) The business details section will appear, where you can add a logo and enter more information
such as
Your name
Business name
Address
Phone number
Email address
Business number (ABN)
3) The fields can be reordered. The handle will appear when you tap the text box.
4) Tap Save once information is entered and fields are arranged accordingly
Updating the brand colour
1) Tap Brand colour to set the Headline font colour
2) Choose from the palette or enter the Hex code of your choice
3) Tap Save
Updating the font
1) Tap Choose font
2) Choose a font
3) Tap Done
Hiding and unhiding fields
1) Tap Additional fields
2) By default, all fields are hidden. Tap which fields you want to be displayed on invoices
3) Tap Done
Editing GST
1) Tap GST
2) Turn on GST if you are GST registered. Tap Go to tax settings and turn on GST
3) Tap Save
4) Now select GST exclusive or GST inclusive
Add or edit payment details
1) Tap the Payment Details section
2) Enter the payment details
3) Tap Done
Add or edit the footer template
1) Tap the Footer section
2) Add or edit the footer
3) Tap Done
Preview the template
Click the Preview template button
to see the version of the invoice that will be created
Notes:
Templates can be updated by navigating back to the templates page
An existing invoice can’t be used to create a new invoice template
The default invoice template shares branding data with reports
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