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How do I create an invoice template?

This article provides instructions on creating an invoice template for your invoices.

Steps to create an invoice template:

  1. In the menu to the left, click on “Templates”
  2. Choose “Invoices”
  3. Click on “Add Invoice Template” to create a new template
  4. Fill out all required fields
  5. Save changes by clicking the “Save” button

 

While creating an invoice template, you will also be asked to fill in all required fields for creating a cancellation invoice template. The invoice template and its corresponding cancellation template are saved together, as they share most fields, with only minor distinctions in the cancellation version.

The invoice number consists of an invoice number prefix, the year and an incremental 6-digit number, e.g. FL-2024-000001. You can use the same invoice number prefix in multiple templates or different ones, if you want to have different accounting areas e.g. for different countries.

You can preview an invoice and a cancellation invoice with sample data. The invoice uses your company logo, should you have set it for the settlement portal. Make sure to check that the logo's resolution is sufficient for the invoice.