Managing invoices doesn’t have to be complicated. With customizable invoice templates and automated workflows, your business can easily stay on top of invoicing while saving time.

Creating And Using Invoice Templates #

Instead of manually creating invoices each time, you can convert any invoice into a reusable template. Here’s how:

Convert Any Invoice Into A Template #

To convert an invoice to a template, go to the Payments tab, hover on Invoices & Estimates, and click All Invoices. You can turn an invoice into a template by simply selecting the “Convert to Template” option on an already existing invoice. Give your template a clear, relevant name so you can find it easily later.

The template can include all essential details such as business info, logos, product details, taxes, discounts, and payment terms.

Templates Page #

You can find all your saved templates under the Invoices & Estimates section on the Templates page. From here, you have full control over each template. By clicking the three dots next to a template, you can:

• Rename it for clarity.
• Modify the template if details need updating.
• Use it for a one-time or recurring invoice.
• Delete any templates that are no longer in use.

Workflow Creation And Integration #

You can integrate these templates into automated workflows. This means invoices can be sent automatically based on certain actions or triggers.

Create A New Workflow #

Start by navigating to the Automation tab on the left-hand sidebar. From there, select Workflows and click + Create Workflow to begin setting up a new process. You can either choose from a pre-built recipe or build a workflow from scratch, depending on your needs. In the workflow-building process, select the “Send Invoice” action to add automatic invoicing to your process.

Workflow Action #

Select the sender’s details (who the invoice will come from), pick your preferred invoice template from your saved templates, and once configured, be sure to save your action.

Practical Use Cases #

This feature allows you to automate invoicing for various scenarios. Here are some examples:

• Automatically send invoices after a client books an appointment.
• Trigger an invoice when there’s a status change in an opportunity, such as moving from “proposal” to “contract signed.”
• Attach invoices to specific actions, like when a new tag is added to a contact in your CRM.

By using custom invoice templates and automating them through workflows, you can save time and stay organized while focusing on what truly matters—growing your business.

Frequently Asked Questions #

How do I turn an existing invoice into a template? #

Go to Payments > Invoices & Estimates > All Invoices, then select the “Convert to Template” option on an existing invoice and give it a clear name.

Where can I find and manage my saved invoice templates? #

Saved templates appear on the Templates page under Invoices & Estimates. Click the three dots next to a template to rename, modify, use, or delete it.

How do I send an invoice automatically in a workflow? #

In the Automation tab, create a workflow, add the “Send Invoice” action, choose the sender details and an invoice template, then save the action.

What can trigger an automated invoice? #

Common triggers include a client booking an appointment, an opportunity status change such as moving to “contract signed,” or a new tag being added to a contact.

What details can an invoice template include? #

Templates can include business info, logos, product details, taxes, discounts, and payment terms, so the full invoice is preconfigured.

Can a template be used for recurring invoices? #

Yes. From the Templates page you can use a template for either a one-time invoice or a recurring invoice.