Creating Pre-filled Invoice Templates in Online Invoices

“Pre-filled Invoice Templates” can save long periods of time if you have a plenty of popular products or services that you invoice very often to different customers.

To create a new “Pre-filled Template”

Through the “Template” tab, Select the “Pre-filled Templates” option.

The “Invoice Templates” page will disclose all the created “Prefilled Templates” with an option to “Edit”, “Delete” or “Create an Invoice”  by clicking the “More” button  below the “Actions” column

Click the “New Template” button to create a “New Pre-filled Invoice Template”.

• The “New Invoice Pre-filled Template” page is similar to the “Create New Invoice” page.
• Determine a name for the template.
  
• Fill in the invoice details with your services/products or 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 made.

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”.

Using  pre-filled template

1.  Through the “Invoices” tab,  Select the “Create Invoice” option.
2.  At the top right section, select a template from the “Use pre-filled invoice template” option that will enable you to select the suitable “Pre-filled Template” that you have previously created earlier.