Creating an invoice template

One of the most commonly requested custom document templates

  • Enter the Target Object (e.g. Quote), a template name, and save to create a placeholder for the invoice.

  • Use the Page Header component to maintain a consistent company style for your documents by placing company information at the top or bottom of each document.

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  • Use a Table component to display key information on the invoice.

  • To add a value from a Salesforce object to the invoice, hover your cursor over the desired location and click the Field button to add a field.

  • Use the Empty and Divider components to control the spacing between components in the invoice, or to separate content to make the document more readable.

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  • Use the Table (Related) to display a list of the products you are charging your customer for.

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