Invoice templates let you adjust the layout of your invoices.
You can find your invoice templates under "General settings" (gear icon 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 press "Save".
Use the pen to your right-hand side 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 (forma example: Monday 23/5 w21 2022), appears on it's own row
- Date (inline group) - groups invoice rows after date (forma 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.
