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