Invoice templates let you adjust the layout of your invoices.
You can find your invoice templates under ⚙️ at the top right corner on the page Invoice templates.
To add a new template you simply click on + Add, fill in the fields and click Save.
Click on the pen to the right to edit an existing template.
- Prio: General templates should have the lowest priority while templates with filters should have the highest (number 1 is the highest prio).
- Name: Add a name that helps you understand template's contents.
- Date interval on first row: Check the box if you want the invoicing period to be visible in your invoices.
- Remove blank rows: Check the box if you want to remove spaces between the rows in your invoices (this will make them more compact).
- Group Option allows you to decide what information your invoice rows will be grouped by and in what order.
- User: Groups invoice rows per user.
- Week: Groups invoice rows by week (format example 2022 Week 21).
- Time Interval: Groups invoice rows by each time report's start and end time (format example: 12:00-14:00), appears on it's own row.
- Time interval (inline group): Groups invoice rows by each time report's start and end time (format example: 12:00-14:00), appears on the same row as the invoice article.
- Date: Groups invoice rows after date (format example: Monday 23/5 w21 2022), appears on it's own row.
- Date (inline group): Groups invoice rows after date (format example: Monday 23/5 w21 2022), appears on the same row as the invoice article.
- Date comment (inline group): Groups invoice rows by any comment left in the Date comment field.
- In + Add register selection you can create filters to limit your template to a specific customer, order or project.
