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Invoice as Template 
Invoicing

Invoice as Template 

Invoice as a template refers to the same invoice that needs to be used regularly for different customers. The invoice template allows you to edit once and to include all mandatory invoice fields that you can use repeatedly. It's different from an invoice design template.


Invoice as a template refers to the same invoice that needs to be used regularly for different customers. The invoice template allows you to edit once and to include all mandatory invoice fields that you can use repeatedly. It's different from an invoice design template.

A design template is simply the layout and looks of the invoice. This template refers to an invoice template is a ready-made invoice that can be used multiple times later and functions like a "frame" that you can later edit and use for numerous customers.


Difference between Invoice templates & invoice design templates 


An invoice template allows you to re-issue the same invoice to different customers as you go. For example, you have a specific social media package, you charge customers with different line-items, and you invoice new customers the same invoice repeatedly. You can create a template with all of those items, give the template a name and issue it to any customer moving forward, at any time. 

Invoice design templates give you styling options and how those invoices will look to your customers; this is more visual than functional.


Who should use an invoice template?


Invoice as a template is suitable for everyone that wants to save time when invoicing different customers with the duplicate invoice body. You can set it right once and then use it regularly. 


How to save an invoice as a template?


Create a new invoice and make sure to have the following sections filled out:


  1. Invoice issue date and due date
  2. Description of goods/services and their cost, quantity, and total price per cost
  3. Taxes and discounts (if any)
  4. Subtotals & total  
  5. Payment method & terms


Using online invoicing software will ensure that these essential details always get included in your saved invoice templates. 


How does the invoice as template work in InvoiceQuick?


Under the Invoices tab, you have an option to add Invoice as Template, or you can do it directly when making an invoice. Set up your invoice correctly, save it as a template, and use it repeatedly for different customers. 


Let's go through additional details in the required fields and how they work (read: make your life easier) in InvoiceQuick: 


  1. Invoice issue date and due date: 

The invoice issue date & due date are really easy to set up. Just choose & select both dates from a drop-down calendar.

Invoice issue date and due date



Incorrect due dates cause payment and cash-flow problems. Set it once or customize it as you go. You can set due dates as a global setting on the invoice level. All of your late payment notifications will be triggered automatically based on this date. 


  1. Description of goods/services: 

When creating Items and Tasks in InvoiceQuick, your descriptions and pricing get pre-populated.

creating Items and Tasks in InvoiceQuick


Doing this saves you time when invoicing, increases accuracy, and gives you reporting on which items/tasks are the best sellers.


  1. Taxes and discounts (if any):

In InvoiceQuick, you can save tax presets, and use them on the invoice level or the line-item level. You can even assign tax presets to items that populate automatically.

Taxes and discounts in invoiceQuick


In addition, you can discount one line item or discount the entire invoice by applying a percentage discount or flat discounts. 


  1. Payment method & terms: 

Adding the payment terms to every invoice ensures proper processing and offers convenience to your customers. In InvoiceQuick, you can customize your payment terms under the company or invoice level. 

Payment method & terms in InvoiceQuick

In addition, payment terms will show on both invoice and customer view. If you want to know more about invoice payment terms, click on this link: invoice payment terms.



Pro tip: Use payment stubs on invoices because some customers still pay by check, so make it easy for them and avoid errors and get paid faster! 




Conclusion

Invoice as a template delivers perfectly tide-up results with much less effort. If you chase productivity and efficiency, then using invoices as a template is a perfect solution for your business. The whole idea behind using a preset invoice template is to ease the process by removing repetitive tasks. Achieve more with less effort.  



Q&A:

  1. When do I add a customer to an invoice template?

When creating an invoice, select an invoice from the template, and that’s when you select a customer for that template. Under the customer’s tab, you can input all of your customer details or use an import tool and set up your client's list from a CSV file. Once you set your customers, all you need to do is choose them for instant invoicing with one click.

  1. Do I need to input my company details over and over again when using a template? 

As soon as you start setting your profile in InvoiceQuick, you get through your company settings. Then, you put all the necessary information, including your brand identity, which is applied to the invoice template. 


  1. What about subtotals & totals in the invoice template?  

They are automatically calculated for you, so you don't have to swat by doing it and double-check if you made accidental errors in calculations. 


  1. Difference between recurring invoices and invoice templates?

- You can use an invoice template for the services you offer and then send that same template to different clients. Invoice template reduces the possibility of error and saves time. 

- On the other hand, a recurring profile is much more helpful when you offer ongoing services. If you want to know more about recurring invoices and their benefits, read this article: Ultimate guide to recurring invoices - 5 key benefits





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