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| For more information on using merge fields and document assembly please refer to Document Assembly. |
Below are some sample invoice template files (where your company charges sales tax - select the with tax options)
- Simple Invoice (with tax).docx
- Invoice with header page and schedule to follow (with tax).docx
- Simple Invoice (no tax).docx
- Invoice with header page and schedule to follow (no tax).docx
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You can download ready-made templates. See Invoice Template Examples |
After downloading them you can upload these files go to your system by going to Administration > Document Templates > Bill/Expense Templates*Sale/Purchase Template
(note the last menu item may have a different name on your system depending on your accounting settings
If you are replacing an existing Template, click on the Template name and just replace the existing file. If you are adding a new one - click Add New template
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