Design your invoices effortlessly with 5 professionally designed templates! These templates are reusable and customizable, ensuring a polished look while saving you time.
Follow these simple steps to design and save your invoices using templates:
Step 1: Navigate to Income
-> Invoices
.
Step 2: In the Invoices table, locate the invoice you’d like to customize and select the corresponding record.
Step 3: On the right side of the table, click the three dots option and choose Design
from the dropdown menu.
Step 4: On the right panel, browse through the 5 available templates.
Select the one that suits your needs.
Step 5: To save the invoice with your selected template, click Save Changes
If you want to reuse this design as a new template, click Save as Template
Step 6: Enter a Template Name
Optional: Tick the box for Set as Default if you want this to be your default invoice design.
Step 7: Click the Save
button to finalize your template.
Success!
Your template is now saved and ready to use for future invoices.
Why Use Templates?
- Save Time: Reuse your favorite designs effortlessly.
- Professional Look: Ensure every invoice is polished and on-brand.
- Customizable: Tailor templates to fit your unique business needs.
Need Help?
If you need assistance or have questions, feel free to contact us at support@fynloapps.com. We're here to help!
Related Topics
Explore other helpful features to optimize your invoicing experience:
📝 Custom Fields on Invoice Editor