Invoice Templates

Metric.ai allows you to create invoices from templates to simplify the invoicing procedure. A template sets predefined information for the new invoices. Editing a template will not affect invoices previously created from that template. You can use one default template for your organization or create several templates in case you need different sets of predefined information for invoicing.

• Edit Invoice Template
• Create Invoice Template
• Delete Invoice Template

Edit Invoice Template

Permissions needed: View Organization Settings and Edit Organization Settings

1. Go to Settings > Invoicing > Templates.
   
   
2. Select Template to edit.
   
   
   
   
3. You can edit the Name of the template.
   
   Note: You cannot rename or delete the Default Template.
   
   
4. You can set/edit/erase the Invoice Title that will be presented at the right top corner of the invoice.
   
   
   
   
   
   
5. You can set/edit/erase the Invoice Message that will be presented at the bottom of the invoice.
   
   
   
   
   
   
6. You can set/edit/erase the Company Name and Company Details that will be presented in the invoice. This is the information about your company that you want to show on the invoice.
   
   
   
   
   
   
   
7. You can set Taxes, Item Types, Reference, Invoice Message, and PO Number to Off/Optional/Required:
   
   
   • Off: Disable the invoice attributes in the Edit and View modes.
   • Optional: Enable invoice attributes in the Edit and View modes. The invoice editor can remain empty.
   • Required: Enable invoice attributes in the Edit and View modes. The invoice editor can't keep it empty.
     
     
8. You can define the Taxes Configuration:
   
   
   • Per Invoice: Set one tax type for all invoice line items.
   • Per Item: Set different tax types for invoice line items.
     
     
9. You can define the Default Item Tax and Default Item Type.
   
   
10. Click the Save button to apply your changes.
    
    

Create Invoice Template

Permissions needed: View Organization Settings and Edit Organization Settings

1. Go to Settings > Invoicing > Templates.
   
   
2. Click the +ADD NEW button.
   
   
3. Edit the new template.
   
   
4. Click the Save button to apply your changes.

Now, when a user creates a new invoice, the new invoice template will be presented as an option.

Delete Invoice Template

Permissions needed: View Organization Settings and Edit Organization Settings

1. Go to Settings > Invoicing > Templates.
   
   
2. Select Template to delete.
   
   Note: You cannot delete the Default Template.
   
   
3. Click the DELETE button.
   
   
4. Click the Save button to apply your changes.

Deleting a template will not affect invoices previously created from that template.