How to Create and Edit Quote and Invoice Templates?

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Quote & Invoice Templates are the format in which quotations and invoices are sent to customers via email.

Creating Quotes & Invoice Templates

  1. To create a New Quotes & Invoice Template, navigate to the "Settings" icon in the Menu.
  2. Locate the "Configuration Settings" section and select "Quotes & Invoice". mceclip0.png
  3. You will be redirected to the "Quotes & Invoice"  page, select the "Quotes & Invoice Templates" button under "Configurations".
  4. Now, click on the "New Template" button in the Quotes & Invoice Templates table.mceclip1.png
  5. This will prompt a Create Template dialog. Enter a name for your New Quotes & Invoice Templatemceclip2.png
  6. In the "Select Category" drop-down, select the specific job category for which this template is being created.
  7. Add a description about the template in the Template Description text box.
  8. Enter the required information for the template, if you would like to create the template using HTML, click on the "HTML" toggle button on the top right.
  9. The available components can be used to insert the respective information from Zuper into the template. Fill in all required fields and select "Save Template" to create a new quotes & invoice template.

Editing Quotes & Invoice Templates

  1. Once you click on the Quotes & Invoice Templates tab in the left pane of the Quotes & Invoice Settings Page, you will see a list of all templates.   
  2. To edit a quote and invoice template, click on the "Edit" icon on the specific template which you would like to edit.mceclip3.png
  3. It will prompt open the "Edit Template" dialog.
  4. You can customize the template and click on "Validate Template" to check whether the customization was a success.
  5. If there are any issues with your template, you will get an Error Message right below the Template Description text box.
  6. Once you have made the required changes, click on "Update Template".

Deleting Quotes & Invoice Templates

  1. Once you click on the Quotes & Invoice Templates field in the left pane of the Quotes & Invoice Settings Page, you will see a list of all templates.   
  2. To delete a Quotes & Invoice template, click on the "Delete" icon on the specific template which you would like to delete.
  3. It will prompt open the "Delete Template" dialog.
  4. To delete the template, you will have to confirm your action by clicking on the Delete button.

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