Step By Step
Follow these steps in order. Each step is written for a first-time user and avoids accounting jargon where possible.
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Step 1 visual
Open Invoice Templates
Use the left menu to open Invoice Templates.
A dedicated training visual for this step, focused on the exact action the learner should complete. -
Choose a template
Select the template that best fits the organisation style and customer document needs.
Open full instructionsStep 2 visualChoose a template
Select the template that best fits the organisation style and customer document needs.
A dedicated training visual for this step, focused on the exact action the learner should complete. -
Check branding
Confirm logo, organisation name, address, email, phone and footer text.
Open full instructionsStep 3 visualCheck branding
Confirm logo, organisation name, address, email, phone and footer text.
A dedicated training visual for this step, focused on the exact action the learner should complete. -
Check payment instructions
Confirm payment terms, due date wording, bank transfer details and support contact text.
Open full instructionsStep 4 visualCheck payment instructions
Confirm payment terms, due date wording, bank transfer details and support contact text.
A dedicated training visual for this step, focused on the exact action the learner should complete. -
Preview with real data
Create or open a sample invoice and preview it using the template.
Open full instructionsStep 5 visualPreview with real data
Create or open a sample invoice and preview it using the template.
A dedicated training visual for this step, focused on the exact action the learner should complete. -
Use consistently
Use the approved template for invoices and quotes so customers receive consistent documents.
Open full instructionsStep 6 visualUse consistently
Use the approved template for invoices and quotes so customers receive consistent documents.
A dedicated training visual for this step, focused on the exact action the learner should complete.
Fields To Check
These fields matter most for this workflow because they affect records, reports, reminders or customer-facing documents.
| Field | Why It Matters |
|---|---|
| Logo | Makes the customer document recognisable. |
| Payment terms | Tells customers when and how to pay. |
| Footer text | Keeps legal or support wording consistent. |
Tips
Use these checks when something does not look right or the user cannot complete the workflow.
- Preview templates on desktop and mobile-width PDFs if customers read invoices on phones.
- Keep payment details exact to reduce payment delays.
Related Guides
Move to the next workflow when this page is complete.