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Templates

Information on the new Invoicing user interface

Templates

Use templates and save time when creating invoices.

Create an invoice and save it as a template. This will help you avoid repetitive data entry for future invoices.

How to create a template:

Mark a sent invoice as a template by clicking on the three dots and selecting "Mark as template".

How to use a template:

Select a previously saved template when creating an invoice.

Watch our short video for detailed instructions.

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