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Invoice Templates

Learn how to create and manage invoice templates in Compass.

Overview​

Invoice templates link a document template file to a reusable invoice configuration. This ensures consistent formatting when creating invoices.

Managing Templates​

The Template Table​

Navigate to Billing → Invoice Templates to view your template library.

The table has 4 columns (3 visible by default):

ColumnVisible by DefaultDescription
ActionsYesEdit and Delete buttons (hidden if user has no write or delete permission)
IDNoUnique template identifier (hidden by default)
TitleYesName of the template
Default TemplateYesToggle switch indicating which template is pre-selected for new invoices

Group By​

The table supports 1 group-by option:

  • Default Template — Groups templates into "Default" and "Custom"

Table Features​

  • Search — Find templates by keyword
  • Sort — Sort by any column
  • Display — Control column visibility and grouping
  • Order — Reorder columns via drag-and-drop

Row selection and bulk actions are disabled. Filtering is not currently available for this table.

Creating a Template​

  1. Click Create New Template in the header (permission-gated).
  2. A modal will appear with the following fields:
    • Title — Name for the template
    • Document Template — Select a file from the Documents module
    • Is Default — Toggle to make this the primary template
  3. Click Create to save the new template.

Editing a Template​

  1. Click the Edit action on the row.
  2. The same modal opens pre-populated with the template's current values.
  3. Make changes and click Save.

Other Actions​

  • Toggle Default — Click the toggle switch in the "Default Template" column to change the workspace default.
  • Delete — Remove a template using the row action.
note

You cannot delete a template that is currently set as the default. You must assign a new default first.