How to save invoices into a new template?

Saving invoices as templates in InvoiceQuick allows you to streamline your invoicing process and reuse the layout for future use. Follow this step-by-step guide to save invoices into new templates:

Go to the Invoices Tab:

• Click on the "Invoices" tab located in the navigation menu.

Select an Existing Invoice or Create a New Invoice:

• If you already have an existing invoice that you want to use as a template, find it in the list of invoices.
• Click on the three dots of the invoice you wish to save as a template.
• If you don't have an existing invoice to use, you can create a new one by following this guide: How to Create an Invoice.

Access the "Save as Template" Option:

• Click on the three dots (ellipsis) to reveal a dropdown menu.

• From the dropdown menu, select "Save as Template."

Save the Invoice as a Template:

• A confirmation message will appear, asking you to confirm saving the invoice as a template.

• Name the template accordingly.
• You can click the button to make it a default template when making new invoices
• Click "Save" to proceed and save the invoice as a template.

Locate Your Templates:

• After successfully saving the invoice as a template, it will now be available in the "Templates" tab.

• To access your saved templates, click on the "Templates" tab.

Your templates are now ready to be used for future invoices, saving you time and effort in creating invoices from scratch.