🧾 Invoice Templates

Where to find them:
Data → Templates → Invoice Templates

Creating a New Invoice Template

1. Click the ➕ file icon (top-right).
2. Add details:
   • Logo
   • Template Description
   • Invoice Template Name + Title
   • Address, Email, Country Code
   • Contact Information, Extra Notes
3. Press Save.

Editing & Using

• Open your saved template.
• Fill in:
  • Billing To (recipient name + address)
  • Bank details
  • Billing info
  • Items, Costs, Totals
• Top-left icons allow you to: Preview, Print, Send.

💡 Pro Tip:

At any point, SmartSaaS AI can guide you step-by-step automate repetitive work, and suggest improvements for your templates.