You can easily create and apply templates for your client invoices directly from your Qonto account. Templates help you save time and ensure consistency in your invoicing process by pre-filling recurring information.
This feature is available to all Owners and Admins with access to Account Receivable add-on.
How do I create an invoice template?
You can create a new template from the Invoices section:
- Go to Invoices > Client invoices > Create invoice
- Click on Create template
- Fill in the details you want to reuse:
- Invoice details (title, reference, dates)
- Products and services (description, quantities, price)
- Custom messages (optional)
- Preview your template to make sure all information is correct
- Click Save (your template will now be available for future invoices)
You can also create a template directly from an existing invoice or quote by selecting the Create template from invoice/quote option.
This copies all relevant fields and lets you adjust them before saving.
How do I apply a template to a new invoice?
When you want to generate a new invoice:
- Go to Invoices > Client invoices > Create invoice
- Choose the template you want to use
- The system will automatically fill in all the pre-set details from the template
- Review and edit any fields if necessary
- Complete and send your invoice as usual
A notification will confirm that the template was successfully applied.
What should I take into account when managing my templates
Note that you can abandon the template creation process at any time without saving.
When using templates, keep in mind that all invoices generated from a template will be listed with your regular invoices. Remember that you can always review and adjust invoice details before sending, even when using a template.