Plannit allows you to create different invoice templates if you need different formats (i.e. termes and conditions, payment schedules, etc.) based on your different types of services.
Once the template is created, you can copy it every time you invoice for that type of service in 2 clicks, to save you time. The steps to create and use an invoice template are:
Create an invoice template
Start by creating the template that you will want to re-use:
From the "Invoices" menu, click on "+Invoice".
In the window, click on "Create a contact".
Fill in the "First Name" field with the name of your invoice type. e.g.: INVOICE TEMPLATE FOR RESIDENTIAL MAINTENANCE
Click on "Save".
Back to your invoice window, click on "Create an invoice":
Insert the items (products and services) of the sample invoice
Modify the payment schedule if required
Personalize "Notes" and "Terms and conditions" that apply to this type of invoice
This will save the template in your invoice grid with a "draft" status.
Use the template each time you bill for this type of service
From the "Invoices" tab, search for the template in your list (i.e. INVOICE TEMPLATE FOR RESIDENTIAL MAINTENANCE, etc.)
Select your invoice template by clicking on the square on the left and then click on "Copy"
In the window, select/create your contact
Click on "Create invoice".
Send to your customer.
Creating invoices becomes even easier with the help of "templates"!