Templates

Start every invoice or estimate from a template with your usual items, notes and fields, and set the wording of your emails.

Document templates

Every new invoice and estimate starts from a template. A template holds the things you repeat: line items, notes, custom fields, discount and tax. Your business details and bank details always come from Settings, so changing those reaches every new document.

• Each type has a default template, which New invoice and New estimate use.
• Make more from the Templates page, or turn any document into one with Save as template.
• Start from a different template with the arrow beside New invoice or New estimate, or from the template's own page.
• Make default sets which template new documents use.

Email templates

When you email a document from Tidy Invoicer, the subject and message start from your email template. There is one for invoices and one for estimates, under Email templates on the Templates page. You can still change the wording on each email before you send it.

Placeholders in double curly brackets are filled in from the document. Click one beside the editor to add it where your cursor is.

• {{first_name}}: Your contact's first name, or "there" if the client has none.
• {{contact_name}}: Your contact's full name.
• {{client_name}}: The client's name.
• {{business_name}}: Your company's name.
• {{number}}: The invoice or estimate number.
• {{title}}: The document's title.
• {{total}}: The total, with currency.
• {{issue_date}}: The issue date.
• {{due_date}}: The due date (valid until, on estimates).
• {{link}}: The share link, if it is turned on.
• {{pay_online_link}}: Your Pay online link, on unpaid invoices.

A line whose placeholders all come out empty is left out. For example, "Due date: {{due_date}}" disappears from an invoice with no due date, rather than printing "Due date:" with nothing after it. Use the default brings back the original wording.