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
    Or
  • 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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