Zno Manager offers a quick and easy way to create invoice templates that you can edit and reuse to save valuable time when charging your clients.
On this page:
- Creating an Invoice Template
- Using an Invoice Template
To get started creating your invoice templates, please click here.
Then click New Template, and Invoice at the top right hand side of the page.
You will be prompted to name your invoice template.
Then click “Continue.”
You will then be directed to the screen where you can create your invoice template. These are the same steps as creating an invoice from scratch. For more information on creating an invoice, click here.
Using the Invoice Template
Once you have completed setting up the invoice template, click Done at the top right hand side of the screen.
To delete the invoice template you created, click on Actions at the top right of the screen and click the Delete button.
All invoice templates you have created will show up under Templates in Zno Manager.
When you click Create New Invoice in Zno Manager, you will then be prompted to either start a blank invoice or select one of the templates you have created.
You can then edit this template if needed and send the invoice to your client.
For more information, please email support@zno.com or call us at 1-888-966-9539.