Invoice templates
Set up and maintain templates for customer invoices, with country, language and format per template.
Invoice templates control what a customer invoice looks like when it is sent. You find them under Settings > Invoice templates.
What a template carries
| Field | What it controls |
|---|---|
| Country | Which country the template is meant for |
| Language | The language of the invoice |
| Date and number format | How dates and amounts are written |
Country and language are set separately, which is the point: you can have a Swedish template in English for foreign customers without changing the format of the amounts.
When you set the format, Kleer shows an example date and an example amount right in the dialog. Look at them before you save. It is the quickest way to see that 1 234,50 did not accidentally become 1,234.50.
Upload and download
A template is uploaded as a file. With Download you fetch an existing template, which is the way to make a variant: download, change, upload as new.
If you want to change the content of the template file itself, that is, the texts and the tags that fill in the invoice details, see How to edit invoice templates.
Deleting can be undone
A deleted template is not gone for good. Regret deletion brings it back, so a wrong deletion costs nothing.
That is also the reason not to clear out the list hard: a template that has been used on old invoices should stay, because it explains what those invoices once looked like.
Email templates are something else
The invoice template controls the invoice itself. The text of the email the invoice is sent with is kept separately, under Settings > Invoice email templates. If the two are mixed up, people often look in the wrong place for a long time.