Before you start creating a complete invoice, please ensure you add all your services to the items list. It only takes a few simple steps. See how to do it here.
Once you've added those, go to the Complete Invoices tab and open New Template. This is where you can create a specific invoice that can be sent out whenever the same type of service or session is booked.
Complete the text fields related to your offered package. All your items are listed in the drop-down menu under the Item Name field. Add more items as needed by clicking the + Add Items button.
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.
Also, note that you can add a memo for that invoice template, like "Thank you for your business."
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.
