How to Create an Invoice Template

By Matt Todaro
Founder, Head of Product
  1. Navigate to your club's admin menu.

  2. Click the Template Library button.

  3. Click the Create Template button. A modal window will open.

  4. Enter a Label for your new invoice template.

  5. Set the Type field to Invoice.

  6. Click the Create Template button. The page will re-direct to the invoice template after it has been created.

  7. Edit the invoice template in the same way you would if you were creating an invoice from scratch.

  8. When finished, click the Save Template button in the top right corner (just above the invoice preview).

Article Series:

Financials

How To Create Invoices
How to Create a Payment Plan
How do parents view their invoice(s)?
How To Edit Existing Invoices
How to Add a Transaction to An Invoice
How to Edit an Existing Transaction on an Invoice
How to Remove an Existing Transaction on an Invoice
How To Create Invoices Automatically Using a Form Action
What Payment Methods Are Available to Parents?
When Will the Funds Be Deposited Into Our Bank Account?