Create an invoice from a template
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Creating an invoice template enables you to create invoices that match the specific needs of your organization. For example, if your invoices must include a tax registration number, you could create a template that included it. Templates are applied during the final step of creating an invoice using the Billing app.
To create an invoice from a template:
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Ensure you have the Owner role or equivalent privileges.
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From the Cloud menu, select Billing.
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Select New.
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Enter a client in the Client field.
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Choose Interim or Final.
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Select Proceed.
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Enter the appropriate information for each of the wizard steps.
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When you reach the Finalize step, choose a template from the Invoice Template drop-down menu.
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Select Save to create a draft copy of your invoice, or select Finalize to create a finalized copy of your invoice.
You have created an invoice from a template. The invoice is displayed on the Invoices tab in the Billing app.
