Here is a list of ready-made invoice templates. You can use them as-is or modify them to suit your needs by editing them in MS Word.
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| You can download these templates and insert them into Actionstep via Admin > Document Templates > Sale/Purchase templates (depending on your system settings 'Sale/Purchase' templates may be called something else). |
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The "LH" Column indicates whether the template will include a letterhead (LH = Yes), or if blank space will be provided so that it can be printed on letterhead stationery (LH = No). |
USA (US Letter)
US Letter format, no sales tax, no bank deposit details, phone and date formatting for US.
| ID | Description | LH | Filename | Preview |
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| 1_US_LH | Minimalist layout. Line items descriptions and amounts. Bill To address block will show in window envelope. | Yes | Invoice_Line_Items_Simple_USA_LH.docx | Sales Invoice_56_1.pdf |
| 1_US | Same as above (but without the header and footer). Pre-printed stationery version. | No | Invoice_Line_Items_Simple_USA.docx | |
| 2_US_LH | Summary narration of services rendered (from the invoice description, which is pre-populated from the line item titles). The user can edit the invoice description before generating the template) | Yes | Invoice_Summary_Narration_USA_LH.docx | Sales Invoice_56_2.pdf |
| 2_US | Same as above (but without the header and footer). Pre-printed stationery version. | No | Invoice_Summary_Narration_USA.docx | |
| 3_US_LH | Heading totals with details on the second page | Yes | Invoice_Heading_Summary_with_Detail Page_USA_LH.docx | Sales Invoice_56_1.pdf |
| 3_US | Same as above (but without the header and footer). Pre-printed stationery version. | No | Invoice_Heading_Summary_with_Detail Page_USA.docx | |
| 4_US_LH | Minimalist layout. Line items descriptions and amounts. Bill To address block will show in window envelope. INCLUDES PRIOR BALANCE AND SUBSEQUENT PAYMENTS | Yes | 4_US_LH.docx | Sales Invoice_53.pdf |
| 4_US_LH_BP | Same as above but with the BillPay "Pay Now" button and hyperlink | Yes | 4_US_LH_Billpay.docx | paynow_button.png |
Commonwealth Countries (A4)
GST/VAT, international phone and date formatting
| ID | Description | LH | Filename | Preview |
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| 1_LH | Minimalist layout. Line items descriptions and amounts. Bill To address block will show in window envelope. | Yes | Invoice_Line_Items_Simple_LH.docx | Sales Invoice_56_1_LH.pdf |
| 1 | Same as above (but without the header and footer). Pre-printed stationery version. | No | Invoice_Line_Items_Simple.docx | |
| 2_LH | Summary narration of services rendered (from the invoice description, which is pre-populated from the line item titles). The user can edit the invoice description before generating the template) | Yes | Invoice_Summary_Narration_LH.docx | Sales Invoice_56_2_LH.pdf |
| 2 | Same as above (but without the header and footer). Pre-printed stationery version. | No | Invoice_Summary_Narration.docx | |
| 3_LH | Heading totals with details on the second page | Yes | Invoice_Heading_Summary_with_Detail Page_LH.docx | Sales Invoice_56_3_LH.pdf |
| 3 | Same as above (but without the header and footer). Pre-printed stationery version. | No | Invoice_Heading_Summary_with_Detail Page.docx |
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See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360052242514 |