Create a new invoice template

Key CashFlow℠ has one default template called "Clean" to use when creating invoices, but you can create a custom template if you need to add or remove fields.

If you need the steps to create a new invoice, please see the article linked at the bottom of this page.

You must have Manage Invoice templates permission to create invoice templates.


Creating an invoice template

  1. Select Settings
  2. Select Invoice Templates under Receivables
  3. Select New
  4. Enter Invoice Template details
    • Default - select this to be the default template for creating invoices
    • Name - name the template so that it's easy to recognize
    • Style - select each to see a preview
      • Clean
      • Classic
      • Modern
    • Title
    • General - Choose the fields to show on an invoice using this template
    • Items - Choose the fields to show on an invoice using this template
    • Summary - Choose the fields to show on an invoice using this template
    • Footer - Uncheck if not wanting customers to pay through the portal
    • Customer Message - a default message that shows on the invoice for customers
  5. Select Save