With an invoice open:

  • Click the dotted line under "Description".

  • Click "Use Template".

  • Give your template a title (this will not be shown on the invoice).

  • Enter text into "Template Wording" (This will be shown as the "Description" of the line item on the invoice).

  • Set the Template Quantity.

  • Set a Unit Price.

  • Set the VAT %.

  • Click "Save".

Clicking "Use Template" will add the selected template to the invoice.

On the app

When creating the invoice:

  • Tap the "+" symbol

  • Then "Use Template"

  • For a new template, tap the "+ Add New Template" button

  • For an existing template, tap the edit icon to the right

  • Then make any changes/additions to the template and tap "Save"

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