How to Set Up an Invoice Template

Set up a reusable invoice template once, then duplicate it for each new job. Your template should store fixed branding and formulas while leaving client and line-item fields blank.

Steps to set up a template: 1. Add your logo, business name, ABN, and default payment terms 2. Create a line-item table with columns for description, qty, rate, amount 3. Add formulas: Amount = Qty × Rate; Subtotal = SUM(amounts); GST = Subtotal × 10%; Total = Subtotal + GST 4. Save as .xltx (Excel) or .dotx (Word) template format — not a regular document 5. For each job: open template → Save As with invoice number → fill client + lines → export PDF

InvoiceSonic stores your business profile so every new invoice starts pre-filled — no template maintenance required.