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 another item button.
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Your invoice can be edited or deleted at any time. You can also set the tax rate by clicking on the three dots next to invoice item.
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Hit Save and you're done! Your new invoice templates will be available when creating/editing a project or booking with your client under the Saved Templates button at the top of the invoice.
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