Using Invoice Templates

Learn how to create and use invoice templates in Billo Invoicing to save time and maintain consistency across your invoices.

Creating a Template

From Existing Invoice

  1. Open any invoice
  2. Click Save as Template
  3. Give it a name
  4. Template saved for reuse

From Scratch

  1. Create new invoice
  2. Set up structure you'll reuse
  3. Add typical line items
  4. Save as template

Using Templates

  1. Go to Invoices > Templates
  2. Click on a template
  3. Fill in client-specific details
  4. Adjust amounts as needed
  5. Save or send

Template Features

What Gets Saved

  • Line item structure
  • Descriptions and categories
  • VAT rates
  • Payment terms
  • Notes and instructions
  • CIS settings (if applicable)

What Changes Each Time

  • Client information
  • Invoice number
  • Dates
  • Quantities and amounts
  • Totals

Managing Templates

Edit Template

  • Modify structure
  • Update descriptions
  • Change default values
  • Save changes

Delete Template

  • Remove unused templates
  • Clean up old structures
  • Keep relevant ones

Best Practices

When to Use Templates

  • Recurring services
  • Standard service packages
  • Common project types
  • Regular retainer work

Template Organisation

  • Name templates clearly
  • Use descriptive names
  • Group by service type
  • Keep templates updated

Template Tips

  • Use placeholders for variable amounts
  • Include common notes
  • Set standard payment terms
  • Include typical line items

Common Template Examples

Hourly Work Template

  • Line items for hours
  • Standard hourly rate
  • VAT included
  • Clear descriptions

Project-Based Template

  • Fixed project fee
  • Milestone breakdown
  • Payment schedule notes
  • Deliverables listed

Retainer Template

  • Monthly retainer amount
  • Included services
  • Additional work rates
  • Terms and conditions

Templates streamline your invoicing workflow significantly!