2010

Working with Invoice Templates
Creating Templates
6
92 September 2010 Invoicing User’s Guide
4. Click Templates in the Invoice Settings navigation list.
The Manage your templates page opens.
5. Click Create a New Template.
The Edit template page opens. It automatically displays the information from your default
invoice template.
6. Add or change the logo for the template.
See “Including a Logo in Your Invoices” on page 74 for detailed instructions.
7. Click Edit contact information to change your information for the new template.
See “Customizing Your Contact Information” on page 69 for instructions.
8. Select the Payment terms for the template.
9. To change the currency for this template, select one in Select currency.
10.Enter one or more items.
Setting Action
Add logo Click to add a logo to the template.
This setting appears when the template does not have a logo.
Change logo Click to use a different logo.
This setting appears when the template already contains a logo.
Remove logo Click to delete the logo.
This setting appears when the template already contains a logo.
Setting Action
Item name/ID Enter the item name.
If you have saved items, select one from the list that appears when you
click in the field.
Quantity Enter the number of items.
Unit price Enter the unit price.
If you selected a saved item, the stored amount displays. You can change
it, if necessary.
Tax Select the tax for this item.
If you selected a saved item with an assigned tax rate, the tax displays.
You can change it, if necessary.
If the correct tax rate is not listed, add a new tax. See “Adding Tax
Information in an Invoice or Template” on page 128 for instructions.