Using and saving invoice templates

Templates are optional and included on Free and Pro. Free invoice allowances still apply. Blank invoice remains the default: choosing a template does not apply it automatically.

Apply a template

1. Check the selected workspace, then open a new invoice.
2. Open the optional template control above the line items.
3. Choose a recommended, Experi or saved template and select Apply.
4. If the invoice already contains content, choose Merge, Replace or Cancel. Merge adds template lines; Replace replaces the reusable invoice content. Review all fields afterwards.
5. Enter or check prices, select the client, and set the invoice dates before saving.

Curated templates contain example descriptions, quantities, units and notes, but prices are blank. Public downloadable examples may show worked prices; these are not your business's rates. Replace vehicle and other placeholder notes with the actual job details.

Save your own template

Open an invoice and choose Save as template. Name it for the repeat work, not a particular customer. Saving a template does not change the source invoice.

A saved template keeps reusable descriptions, quantities, units, your prices, valid inventory links, invoice mode and reusable invoice text. It never copies the client, invoice number, dates, status or scheduled-send settings. Review a saved price before using it again.

Manage saved templates from the selector or Settings → Invoice templates. Templates belong to the selected business. Owners, admins and members can manage them; viewers and accountants are read-only.

Editing or archiving inventory does not rewrite an old invoice or a template's saved text and prices. If an inventory link is no longer usable, the saved text remains but that line does not silently reconnect to a different product.

See products and services, printing invoices or the mechanic and garage example.