Using document templates

Document templates allow you to create pre-filled documents that you can easily reuse when creating a document.

This useful feature is also associated with the Subscriptions management add-on.

To create a template document, click on the Documents menu and click Create template.

Choose the price category in the window that appears and fill in your document as you would a normal document.

The document is a model, so no customer information is displayed.

Remember to fill in a name for your template.

To use your template, simply select it when you create a document.

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