---
title: Saved invoices (templates)
description: Save an invoice as a template, then start new invoices from it in one click. You'll find them under Saved invoices (the page is called Templates).
---

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# Saved invoices (templates)

Save an invoice as a template, then start new invoices from it in one click. You'll find them under **Saved invoices** (the page is called **Templates**).

### Save an invoice as a template

1. **Web:** in the invoice editor, open the **⋯** menu and choose **Save as new template**. Or use **Save as template** on an invoice's row. **App:** in the invoice, tap **•••** → **Save as new template**.
2. Enter a **Name**.
3. Tick **Make this my default template when opening a new invoice.** if you want (see *Set a default template for new invoices*).
4. Click **Save**.

A template keeps your currency, language, job description, lines, discount, notes and terms, payment stub, accepted payment options and attachments. It doesn't keep a customer, number or dates.

### Create an invoice from a template

1. Open **Saved invoices**.
2. Click **Create new invoice** on the template's row (app: tap the template).
3. Pick the customer.

The invoice opens with a new number, today's date and your default due date. The late fee starts off.

### Change a template

- **From an invoice:** on an invoice made from the template, open the **⋯** menu and click **Update this template**.
- **Directly on the website:** open the template from **Saved invoices**. You can change the **Template name**, **Job description**, lines (with their order, taxes and discounts), **Discount entire invoice**, terms and notes, accepted payments and the payment link, and attachments. Click **Update template**. To change the currency, use an invoice made from the template, then **Update this template**.
- **In the app:** hold the row and tap **Edit template**. You can change the name, job description, lines, payment terms and notes. Change currency, discount or accepted payments from an invoice, then use **Update this template**.

**Create new invoice** from a template copies its attachments too.

### Delete a template

Use **Delete** on the template's row and confirm.

### FAQ

**Is a template the same as my invoice design?** No. A saved invoice is content. The look of your PDF is set under **Settings** → **Invoice** (see *Invoice layouts, logo and main color*).

**I want to send the same invoice to another customer.** Use **Duplicate** on the invoice and change the customer. Use a template when you send the same invoice often.

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