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Can I save sets of job invoices?
Can I save sets of job invoices?
This article will help you setup a preset or template of Invoices
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

In the job invoicing tab click on the cog in the top right, then choose "Save as preset" and "Manage preset buttons. To use the preset you have created, click into the cog menu and choose it from the list at the bottom.

The "Save as preset" button will save everything in your current invoices list to be used as a template. This includes invoice descriptions, comments, order, percentage of contract total, etc.

This will allow you to then use the "Manage preset" button in other jobs. From here you can rename or delete you saved presets.

To apply this preset to your other jobs, find your preset under the Apply Preset section and select your saved preset.

Note: If you already have items in your invoice list, applying a preset with override your existing work.

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