Manage invoice templates

With invoice templates, you specify how your invoices should look.

You can find your invoice templates via ⚙️ in the upper right corner and on the Invoice Templates page.

Add a new template

To add a new template, click on + Add, fill in the fields, and select Save.

Edit existing template

Use the pencil on the right to edit an existing template.

Priority: general templates should have the lowest priority, while templates with filters should have the highest (number 1 is the highest priority).
Name: give your template a clear name so it is easy to understand what it covers.
Date range as first line: check the box if you want billing intervals to be displayed on your invoices.
Remove blank lines: check the box if you want to hide spaces between invoice lines. This makes your invoices more compact.
With the group by feature, you specify which information the invoice lines should be grouped by and in what order they should be displayed.
User: groups invoice lines by user.
Week: groups invoice lines by week (e.g., format: 2022 Week 21).
Time interval: groups invoice lines by start and end time according to data provided in your employees' time reports (e.g., format: 12:00–14:00). The time interval is displayed on its own line.
Time interval (same line): groups invoice lines by start and end time according to data provided in your employees' time reports (e.g., format: 12:00–14:00). The time interval is displayed on the same line as the invoice item.
Date: groups invoice lines by date (e.g., format: Monday 23/5 w21 2022). The date is displayed on its own line.
Date (same line): groups invoice lines by date (e.g., format: Monday 23/5 w21 2022). The date is displayed on the same line as the invoice item.
Date comment (same line): groups invoice lines by comments in the Date comment field.
By using + Add registry selection, you can create filters that limit your invoice templates to a specific customer, order, or project.