Before you can start creating a template, be sure to add all of your services to the list of items. It takes a few simple steps, check out how it's done here.

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Once you've got those added, go to the Invoice Templates tab and open up New Template. Here is where you can build a specific invoice that would be available to send out every time the same type of service/session is booked.
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Fill out the text fields in regards to the package you offer. You'll find all of your items in the drop-down menu under the Item Name field. You can add as many as needed by selecting the + Add Items button.
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You can edit or delete your invoice template at any time. You can also set if it's taxable by clicking the three dots next to each invoice item.
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Also, note that you can add a memo for that invoice template, like "Thank you for your business."
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Hit Save, and you're done! Your new invoice templates will be available when creating or editing a quote or invoice. You can find these invoice templates by clicking the Templates dropdown when creating a quote or invoice.
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