A Guide to <br />Using Invoice Templates<br />These slides are available on our blog<br />www.proworkflowblog.com<br />
Invoice Templates Guide &gt; Overview<br />What can you do with Invoice Templates?<br />Create templates that contain sett...
Invoice Templates Guide &gt; Overview<br />When could you use Invoice Templates?<br />Create templates for your main custo...
Invoice Templates Guide  &gt; Step 1 – Open Invoice Manager<br />Click INVOICE Manager, then click Invoice Templates.<br />
Invoice Templates Guide  &gt; Step2 – Create a New Template<br />Click CREATE TEMPLATE<br />
Invoice Templates Guide  &gt; Step3 – Name the Template<br />Enter a Template Name and Display Order then click CONTINUE<b...
Invoice Templates Guide  &gt; Step4 – Change Invoice Settings (if required)<br />Click on “Show Invoices Settings”, make a...
Invoice Templates Guide  &gt; Step5 – Enter Basic Invoice Details<br />Enter details for the Invoice Template then click C...
Invoice Templates Guide  &gt; Step6 – Add items to the template<br />Add Line Items and Fixed Cost Items then click CREATE...
Invoice Templates Guide  &gt; Step7 – Using an Invoice Template<br />Start a new Invoice as normal then click the “Create ...
Invoice Templates Guide  &gt; Step8– Choosing an Invoice Template<br />Select the template from the drop-down list.<br />
Invoice Templates Guide  &gt; Step10 – Make any changes as needed<br />Carry on as you would for a normal invoice, making ...
That’s all folks!!<br />These slides are available on our blog<br />www.proworkflowblog.com<br />
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A Guide to Using Invoice Templates in ProWorkflow

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This is a short presentation explaining how to use Invoice Templates in ProWorkflow. For more details or support please see www.proworkflow.com.

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  • Great looking invoice form guidelines to help small businesses manage their finances. I referenced these before moving onto the templates that I found here.
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A Guide to Using Invoice Templates in ProWorkflow

  1. 1. A Guide to <br />Using Invoice Templates<br />These slides are available on our blog<br />www.proworkflowblog.com<br />
  2. 2. Invoice Templates Guide &gt; Overview<br />What can you do with Invoice Templates?<br />Create templates that contain settings such as tax rates, payment terms and custom logos.<br />Create templates containing items that you often or always include in an invoice.<br />
  3. 3. Invoice Templates Guide &gt; Overview<br />When could you use Invoice Templates?<br />Create templates for your main customers.<br />Create templates with tax settings for different countries or states.<br />Create templates for similar work you carry out frequently.<br />
  4. 4. Invoice Templates Guide &gt; Step 1 – Open Invoice Manager<br />Click INVOICE Manager, then click Invoice Templates.<br />
  5. 5. Invoice Templates Guide &gt; Step2 – Create a New Template<br />Click CREATE TEMPLATE<br />
  6. 6. Invoice Templates Guide &gt; Step3 – Name the Template<br />Enter a Template Name and Display Order then click CONTINUE<br />
  7. 7. Invoice Templates Guide &gt; Step4 – Change Invoice Settings (if required)<br />Click on “Show Invoices Settings”, make any changes then click UPDATE.<br />
  8. 8. Invoice Templates Guide &gt; Step5 – Enter Basic Invoice Details<br />Enter details for the Invoice Template then click CONTINUE<br />
  9. 9. Invoice Templates Guide &gt; Step6 – Add items to the template<br />Add Line Items and Fixed Cost Items then click CREATE TEMPLATE.<br />
  10. 10. Invoice Templates Guide &gt; Step7 – Using an Invoice Template<br />Start a new Invoice as normal then click the “Create from Template” link.<br />
  11. 11. Invoice Templates Guide &gt; Step8– Choosing an Invoice Template<br />Select the template from the drop-down list.<br />
  12. 12. Invoice Templates Guide &gt; Step10 – Make any changes as needed<br />Carry on as you would for a normal invoice, making any required changes.<br />
  13. 13. That’s all folks!!<br />These slides are available on our blog<br />www.proworkflowblog.com<br />

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