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you can create an invoice template to save time by automating routine processes plus they also help prevent occasional user mistakes an invoice template can be created by a firm owner or any team member who has been given access rights to manage templates to create an invoice template go to the settings option on the sidebar menu then select templates from the menu bar and then click the invoices tab from here click the create template button you should give your template a name you should also give your template an amount and specify the sales tax once you specified their tax rate the amount will be added to the total down below you will be able to select to whether or not send an email invoice to the client and then you should add a description outlining what is included in the invoice after you enter in your description click save on the bottom
