If you have certain wedding packages, discounts, tax rates, and settings that you want to save for multiple Invoices, you can save an Invoice as a template so you don’t have to recreate it from scratch every time you need to bill a client.
To create an invoice template, go to Studio > Invoices > New Template. Give the template a name.
In the Items section, add line items by clicking the Add Line Item button. If you've created a Line Item Template, select it from the drop-down menu. To create a new line item, give it a name, optionally add a description, and set the quantity and price. To make the line item taxable, check the Taxable box. If you mark any items as Taxable, make sure to click the + Add Sales Tax button to set the tax rate. You also have the option to add a discount in this section. To add notes or special instructions for the client on your invoice, add it in the Notes to Client section.
If you'd like your client to be able to pay for their invoice in installments, toggle on the Payment Schedule option. Here you can set up a pre-payment option and add installments.
In the Online Payments section, allow your client to pay online with a credit card. Toggle on the Tipping On option to let clients add a tip amount to their invoice.
To add an invoice email campaign to the invoice, select the email campaign from the Email Notifications drop-down menu.
Adjust the colors, font, and logo for your invoice in the Theme tab. Here you can see a preview of what the invoice will look like both in a desktop and mobile view.
Once you're done, click Create Template. Now this template can be selected when you are creating a new invoice by click New Invoice and choosing With a template you've saved.