Using templates can be a powerful way to streamline workflow and maintain consistency. Templates allow for standardise structures, pricing, and details for similar projects, saving precious time. All templates saved are accessible by your team and are managed by your system administrators.
To load a template, have a a new Invoice open, navigate to Actions, and select Load Template from the drop-down, select your template from the list shown and click Load Template. This will then fill in all the predefined content enabling you to edit, save and share.
It's worth noting that templates will default to the Price Tier they were set up within, so you may need to set up additional templates to manage different currencies, or client specific pricing tiers.