Invoice Creation

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    Asked on June 02, 2020 at 02:40 PM


    I need to create an invoice for event planning.  I looked at the templates and I didn't see one that suited our specific needs and documentation.  

    I have also tried to search tutorials/your HELP questions but they are hyper specific to platform integration or other business types.  Can you direct me to a simple tutorial that shows how to create the line item and calculations?  Thanks!


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    Answered on June 02, 2020 at 05:35 PM

    Please check the PDF templates page. Here are some links:

    Is that what invoice you want to create? You can attach the PDF document in the autoresponder email.

    Here are the guides that you can use:



    My apologies for the multiple guides that I provided but please check them and let us know if you have any questions. 

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    Answered on June 02, 2020 at 06:26 PM

    Thanks for all this info.  I did find a relatively suitable template to help build my invoice. 

    I saw there was a save as "private" option.  I did that and now I cannot find my edited template in My Forms in my account.  Where did this item go after I saved it and closed it?
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    Answered on June 02, 2020 at 10:08 PM

    I'll respond to your concern about the template on a separate thread here shortly.