Finance & Accounting
Invoice Builder
Finance & Accounting
Module 20 of 45
Design invoice templates that carry your brand
What it does
Build invoice layouts that match the way your business bills, instead of working around a fixed format. Start from a template in the collection or assemble your own, then use it to produce invoices for goods and services. Preview, email, download or print each one once it is ready to go out.
Who uses it
Billing and finance staff who prepare and issue customer invoices.
Where it fits
Templates sit on top of the invoice records you already keep, so the figures come from the same sales and customer data as the rest of the platform. Once an invoice is generated it can be sent, downloaded or printed without re-keying anything.
What it supports
- Template Management
- Visual Template Builder
- Template Collection
- Template Cloning
- Custom Template Logos
- Invoice Building
- Invoice Management
- Email Invoices
- Download Invoices
- Print Invoices