By On May 10, 2019 Free Templates
You might start using a service like Paypal to receive payments online. Those services all offer integrated online invoicing tools, which can save you time and effort, and many include an online pay now option, which can reduce the amount of time you wait to get paid. If you are freelancing or in the early days of your small business or startup, you can probably get by with using free templates for a while, sending your invoices as email attachments, or even handing them to your customers in person. At some point, as your customers increase and managing your cash flow gets a little more complicated, you will probably start thinking about using an accounting tool like Quickbooks or Xero.
Invoice templates are managed in Tools, Settings, Invoice templates. Default templates or inheritance for templates can be set for business units, accounts and cases. If needed, invoice template can be changed on individual invoice also. Admin user can also create invoice template directly from an invoice. Use invoice templates to predefine settings for invoices. Using the templates invoice header blocks (such as accounts billing details or logo) can be repositioned. Enter text into notes before and after invoice rows fields to be shown on each invoice that uses that template. From the settings-tab of the invoice template you can define how invoice rows are displayed, for example invoice row description or grouping.
Only users with administrator access rights can create invoice templates directly from an invoice. Create or open an invoice. Change the content of notes before invoice rows and notes after invoice rows if needed. The text in these fields will be saved to the invoice template also. Open invoices Settings tab. Change the Invoice template settings as you like them to be. Then select Save as organization template and give a name for the new template. Click Save to save changes and new template. Case custom template is a template that can not be managed in settings. Custom template is created when invoice free text fields or invoice settings are changed on the invoice itself. After saving these changes on an invoice, invoice template menu on a case will display custom and next invoice created for the case will use the settings of the previous invoice. Custom template can only be managed on the invoice.
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