Creating Invoice Templates and Invoices

Invoices in Workspace allow you to bill your clients professionally and efficiently. You can create reusable invoice templates or send custom invoices for one-off projects.

Note: Invoice templates and template items are available on Pro plans and above.

Accessing Invoicing

1. In Workspace, go to the top navigation menu.
2. Select Client Management.
3. Click Invoicing.

Creating Invoice Templates

Invoice templates are ideal for services you offer regularly, helping you save time on repeat billing.

Step 1: Open Invoice Templates

●     Select Invoice Templates at the top of the page.

Step 2: Create or Edit a Template

You can either:

●     Click Review to edit a pre-set template

 or

●     Click New Invoice Template to create your own

Step 3: Set Template Details

Enter:

●     Template Name

Step 4: Add Invoice Items

For each item, enter:

●     Item Name(e.g. Portrait Session)

●     Rate(price per item)

●     Quantity(e.g. 5 for included digital downloads)

●     Description(optional, e.g. 1.5 hour portrait session)

Step 5: Add Discounts (Optional)

●     Set a discount amount if required

Step 6: Add a Memo

Include a message for your client (e.g. a thank you note or payment details).

Step 7: Enable Your Template

1. Click Enable invoice template

Creating a Custom Invoice

Custom invoices are best for one-off jobs or when details vary per client.

Step 1: Start a New Invoice

●     In Invoicing, click to create a new invoice

Step 2: Enter Invoice Details

Fill in:

●     Customer Name

●     Project / Lead(e.g. Hagen Family Portraits)

●     Issue Date

●     Due Date

●     Invoice Number

●     Tax Rate

Step 3: Add Invoice Items

For each item, enter:

●     Item Name

●     Rate

●     Quantity

●     Description(optional)

Step 4: Apply Discounts (Optional)

●     Add a discount amount if needed

Step 5: Select Payment Settings

Choose how your client can pay:

●     Stripe

●     Bank Transfer

Step 6: Add a Memo

Include any notes for your client (e.g. a thank you message or payment instructions).

Step 7: Send the Invoice

1. Click Save and then Send invoice.
2. Enter:

• Client Email Address
• Email Subject
• Email Message

Confirm to send the invoice.

Tips

●     Use templates for your most common services to save time

●     Keep item descriptions clear so clients understand what they’re paying for

●     Set clear due dates to improve payment turnaround

Pro Tip

Use invoice templates alongside your Self-Booking Packages and Workflows to create a smooth, automated client experience—from booking through to payment.