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How to create an invoice template?
How to create an invoice template?
Erica Rosas avatar
Written by Erica Rosas
Updated over a week ago

It's not possible to create invoice templates on Indy at this time but this feature is on our radar. If you would to stay up-to-date on when this feature is released, let us know here.

In the meantime, we recommend you create a base invoice that can be duplicated with each new client or project. Then make the necessary edits before sending it. You can duplicate an invoice by clicking the 3-dot menu next to it and selecting duplicate.

πŸ’‘ tip: take advantage of line item templates πŸ’Ž to streamline your invoice creation process.

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