Invoice Templates

You can create templates to use when invoicing users. Templates are digital versions of form letters and can save you time when invoicing requesters. They can include information for the requester and any fields your staff needs to fill out.

Create an Invoice Template

1. Sign in to NextRequest.

2. Hover over the Settings menu, then click Invoice Templates in the drop-down:
   

3. Click the Create Invoice Template button:
   

4. Enter the Name of your invoice template:
   

   Note:

   The template name is for staff use only. To display a summary title publicly, add it to the Text box.

5. Add Text for your invoice template:
   

6. Click the Save button:
   

Edit an Invoice Template

1. Sign in to NextRequest.

2. Hover over the Settings menu, then click Invoice Templates in the drop-down:
   

3. Click the Edit icon (pencil) next to the template you want to edit:
   

4. Edit the Invoice Template Name:
   

5. Edit the Invoice Template Text:
   

6. Click the Save button (green checkmark):