How to Convert an Invoice into a Template | Aesthetix CRM

Help Center

Go to Aesthetix CRM

All collectionsPaymentsHow to Convert an Invoice into a Template

How to Convert an Invoice into a Template

Simplify your billing process with our easy-to-follow guide on converting invoices into reusable templates. This article provides step-by-step instructions on how to create customizable invoice templates from existing invoices, ensuring consistency and saving time on future billing. Discover tips for incorporating branding elements, adjusting layouts, and adding essential fields to meet your business needs. Whether you're using accounting software or a manual process, this guide will help you enhance your invoicing efficiency and professionalism!

1. Click on "Payments".

1 Click on "Invoices".

2. Click on "Invoice and Estimates"

2 Click on the element.

3. Select the invoice you want to convert to template and click the 3 dots next to it.

3 Upload

4. Click on "Convert to Template".

4 Click on "Convert to Template".

5. Finally its now in the templates tab.

5 Next, click on "Estimates".

Did this answer your question?

😞

😐

😁

Terms & Conditions Privacy Policy