Skip to main content

Invoice Templates

Overview​

Invoice Templates lets you manage billing templates in the Billing module. You use this feature to view invoice templates and remove templates when needed. Access to Invoice Templates is capability-gated (permission required). Use the table to confirm which template is marked as the default before making changes.

How to access​

In your Compass workspace sidebar, go to Billings and select the Invoice Templates tab.

Key features​

  • View invoice templates in the Invoice Templates area.
  • Delete Template to remove an invoice template.
  • Bulk Delete to delete multiple invoice templates at once.
  • Capability-gated feature (permission required): Invoice Templates.

Field descriptions​

The Invoice Templates table includes the following columns/fields:

  • Actions: Template-related actions available from the table.
  • ID: The template identifier.
  • Title: The invoice template title.
  • Template File: The file associated with the invoice template.
  • Default Template: Indicates the default invoice template.