How do I create a new invoice template?

  1. Click on the Settings link at the top right hand corner of your screen
  2. Click on the Invoice Setup tab
  3. Click on the New Invoice button
  4. Give a name for this template layout in the Template Name text box
  5. Make sure the Content tab is selected
  6. Choose the header type: text header, image or letterhead
    1. Text: Select the desired company details and upload a logo if desired
    2. Image: Upload an entire image for your header (Max: 2"x8.5", 190px by 810px)
    3. Letterhead: The top is left blank for your company stationary.
  7. Select the desired client details you want to be included
  8. Choose from the additional invoice options
  9. Select a footer type: Text, Image, Letterhead or None
  10. Click on the Design tab and choose which design to use
  11. Click on the Preview tab to see the results. Return to the Content or Design tab to make any eidts as desired
  12. Click the Save button

The new invoice template is now available to be set as the company default or assigned to select clients.

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Updated: February 4th, 2010