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Invoice Templates

Save time by reusing invoice layouts and common line items.

4 min readUpdated: 2/10/2026

Invoice Templates

Invoice templates help you create invoices faster and keep your branding consistent.

What a Template Can Include

  • your logo and business info
  • common products/services
  • standard notes (like refund policy or delivery terms)
  • default payment terms

How to Use Templates

  1. Go to Invoices
  2. Click Create invoice
  3. Choose a template (if available)
  4. Update customer details and amounts
  5. Send

If you don’t see templates yet, you can still build a “default invoice” by duplicating a past invoice and editing it.


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