If a template with the name already exists, you will see a notification that a template with that name already exists. When you select Save to template from the Invoice tab, provide a name and a description for the template. We have simplified the invoicing process and made it less expensive by giving our users access to free downloadable invoice templates to cater to their billing needs. You can also save an existing free text invoice as a template. For most business owners, the crux of invoicing is how much budget they will need to map out for their businesses.

Update the accounting distributions for the selected invoice line.

Accounting distributions define how an amount will be accounted for, such as how the revenue, tax, or charges will be accounted for on a free text invoice.

View and modify the accounting distributions for an individual line and any child lines.

This amount is multiplied by the value in the Quantity field to determine the invoice line amount.

Enter or view the price per unit for the invoice line.

This number is multiplied by the value in the Unit price field to determine the invoice line amount.

Enter or view the number of units for the invoice line.

The item sales tax group for the current invoice line.

In the Item sales tax group field, click the drop-down button to open the lookup.

Add a new line to free text invoice template.

This amount is multiplied by the Quantity field to determine the invoice line amount.

In the Unit price field, enter or view the price per unit for the invoice line.

In the Item tax group field, select the item sales tax group for the current invoice line.

In the list, click the link in the selected row.

The sales tax group for the current invoice line is the default sales tax group for the customer account.

In the Sales tax group field, click the drop-down button to open the lookup.

You can select the offset transaction account of a customer credit for the total invoice amount in the Customer posting profiles page.In the Main account field, select a revenue account.In the Description field, enter a description of the invoice line.

In the Description field, enter a description of the template.No two templates can have the same ‘Template name’. ‘Template name’ uniquely identifies a free text invoice template.In the Template name field, type a value.Click New to create a new free text invoice template.Use this page to create free text invoice templates that can include invoice lines, charges, an accounting distribution template, and ledger account information.Go to Accounts receivable > Invoices > Recurring invoices > Free text invoice templates.This procedure is intended for the user who is responsible for managing and processing A/R invoices. Just make sure that Extend Forms Fill-In & Save In Adobe Reader is enabled in your PDF's file settings and you're good to go.For this walkthrough, use the USMF demo company. When you save your fillable template, make sure that you can save the invoices you create. You can add fields to the form as well as adjust their layout and positioning using Acrobat's top toolbar and the tools in the right pane. For example, don't turn the 'INVOICE' word into a field, but the invoice number will have to be something that you or your team can change! So make sure that invoice number is a form field. Remember that the fields you keep should be the ones that change on each invoice, just like a template. You can select the sample invoice you had previously prepared, or even choose a scan of an invoice to serve as the background of your invoice template.Īcrobat will start analyzing the document or image that you selected and suggest some form fields for you, based on the contents of this sample.Īfter seeing the suggested form fields given by Acrobat, you can choose to keep these fields, add your own, or even remove some if you feel you don't need these. Once Acrobat is open, click on the Tools menu and select Prepare Form to start your new template. This will serve as the basis of your PDF invoice template. Make a sample invoice using your preferred word processor such as Word. You should start with a ready document for your invoice. Creating a PDF invoice template – or for any use, like simple bills or orders – is simple, but you will need software to edit an PDF file, such as Adobe Acrobat.

Free invoices templates