Question

Using an existing invoice as a template

  • 10 October 2020
  • 1 reply
  • 12 views

Hi..I have a few clients who order the same session every year.  It would be so easy to use their old invoice as a template..just change the dates...as everything else is exactly the same.  Is there a quick way to do this...without having to type in all the nearly identical data?  Thanks!


1 reply

Userlevel 6
Badge +3

Hi @JuliaRussell! As far as I can tell, creating a template from a paid invoice isn’t possible. If you have Line Items saved, you can use those to create the template. Otherwise, your best option would be to set the template up now for moving forward!

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