How do I create and use an invoice template?

It is possible to create an invoice template, for example for a bulk mailing.

Customer: Invoice templates

You can create the document under Customers > Invoice templates > Create template.

Create and edit

With an invoice template, you have the option of selecting or omitting the recipient address on the entry screen. Then, as usual, complete all other details such as validity date, items or notes.

Mass invoicing

You have the option of using the invoice template for mass invoicing. In this case, omit the recipient address.

Navigate to the addresses and select all the desired recipients. You will now be shown a selection option where you can choose mass invoicing.

Select the corresponding invoice template and click on Run.

The invoices for the selected addresses are now visible under Customers > Invoices > Open in draft status.

Select all invoices, choose, for example, Mass invoicing by e-mail and then Run.