Templates

Templates are prepared invoices – everything except the recipient is already set, so you create recurring invoices in no time.

Updated 2 Jul 2026

A template is an invoice in which everything except the recipient is already defined – line items, texts and payment terms. This lets you create recurring invoices far faster, without filling in the same fields every time. In the following articles you'll learn how to save an invoice as a template and create new invoices from it.