Detailed Instructions
This page expands the selected step into a full training lesson. Read it once, then perform the action in CherryMoney.
What to do
Use the left menu to open Invoice Templates.
Before you start
- Make sure you are signed in to the correct CherryMoney organisation.
- Check your user role has access to this area.
- Keep the source information ready before saving the record.
How to complete it
- Open the menu area named in the step.
- Enter the required information carefully.
- Review the values before clicking save, create, approve or submit.
- Reopen the record once to confirm it displays correctly.
What success looks like
- The record is saved without an error message.
- The item appears in the list, dashboard, report or workflow queue.
- Any linked VAT, payment, client, expense or compliance fields remain visible after refresh.
Fields To Check
These fields affect this workflow and should be checked before saving.
| 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 if the saved record does not look right.
Tip
Preview templates on desktop and mobile-width PDFs if customers read invoices on phones.
Tip
Keep payment details exact to reduce payment delays.