Documentation

Save as template

Save recurring invoices as templates – so you can start a new invoice with a single click and only pick the recipient.

Any invoice can be saved as a template. It pays off for invoices you send again and again in a similar form: line items, texts and payment terms are already stored in the template and kept in one place. When you create a new invoice, you select the template and, in the simplest case, only need to add the recipient.

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