Save & Edit templates for invoices

An invoice template saves the line items and other invoice settings such as subject, discounts, taxes, fees, and allowed payment methods. This allows you to easily create a new invoice with the same information.

NOTE: You may also use Send Similar on a previously sent invoice to repeat the line items and other settings on a new invoice. The benefit of saving a template is that its easier to find, compared to locating the correct invoice previously sent.

Saving templates

1. Log into your Encyro account if you haven’t already.
2. Ensure invoicing is enabled in your Encyro account. If it is not, follow these instructions: Enable invoicing.
3. Click Templates in the left menu.
4. Click + Invoice Template near the top.
5. Add line items: For each product/service you want saved in the template:
   • Click Add line item
   • Enter a description, quantity, and price for the item
   • Optionally, if this item has different discounts/taxes from the rest of the invoice, set item-level discount and tax options.
   • Click OK.
6. Add a subject. This is optional.
7. Customize whether you want to pass on card fees to the customer. Please review local laws and card network rules before doing so, and ensure you have Convenience Fees turned on in your Encyro account. Instructions to turn on Convenience Fees here.
8. Additional options (To access these, click More options, fees, taxes, discounts):
   • Bottom message: short text such as Thank you for your business! that is displayed at the bottom of the invoice
   • Invoice theme: the design theme for invoices created using this template
   • Header message: brief, informational text about the invoice, displayed above the line items
   • Fees, taxes, discounts: These apply to the whole invoice (as opposed to a single item). See how they are calculated: How we calculate invoice-level discounts, fees, and taxes.
   • Allowed payment methods: Select the types of payment that you wish to allow for invoices created using this template.
9. Click Save template.
10. You may now use this template while creating invoices. Details: Use an invoice template.

Editing templates

1. Click Templates in the left menu.
2. Find the template you wish to edit, and click Edit on its entry.
3. Make any changes needed to the template.
4. Click Save updated template. Your template has now been updated.