Jun
25
2015

Creating Pre-filled Invoice Templates in Online Invoices

Pre-filled  invoice template can save lots of time if you have popular  products or services which you invoice very often to different customers.

To create a new pre-filled template

From the “Template” menu choose the “Pre-filled Templates”.

The Invoice Templates page will list all the created prefilled templates with an option to edit, delete  or create an invoice using this template.

 

prefilled-templates-page

Click the “New Template” button to create new pre-filled invoice template.

  • new-invoice-prefilled-templates-page
  • The “New Invoice Pre-filled Template” page is similar to the Create New Invoice page.
  • Choose a name for the template.
  • Fill in the invoice details with your services/products and any other data. Check this tutorial for more info: Create your first invoice with online invoices.
  • Click Save to save all the changes you have done.

Another way to Create a new Pre-filled template :

After creating an invoice tick the “Save as pre-filled invoice template” check box and choose a name for the template. Then click save and this invoice will be saved as a pre-filled template.

Save-as-prefilled-template

Using  pre-filled template

  1.  From the “Invoices” menu choose “Create Invoice“.
  2. From the top right section “Use pre-filled invoice template” choose  a template.
    choose-prefilled-template

Contact us if you have an issue or more Questions.

Start using online invoices software now, or try our free invoice maker.