Invoice Templates

Invoice Templates allow you to create and manage multiple invoice templates in BGinvo. Each template can be customized for a different project, business, brand, or freelance activity, helping you keep your invoices organized and consistent.

Each template can include:

Navigate to Dashboard → Settings → Template Settings.

Create a new template and add the required trading details such as trading name, contact email, phone number, and address. You can also upload the logo associated with the project or business.

Once saved, the template can be used when creating invoices.

When creating a template, you can select the invoice design you want to use.

This allows you to use different invoice designs for different projects, businesses, or brands.

For example, you can create one template for your web development project and another template for your consulting business.

BGinvo gives you control over which branding elements appear on your invoice.

You can choose to:

This helps you create invoices that match the branding and requirements of each project.

If you manage multiple projects, you can create a separate template for each project.

For example:

Each project can have its own trading details, logo, invoice design, and visibility settings.

This means you can manage multiple project identities from one BGinvo account.

If you regularly use the same template for a project, you can set it as the default template.

This saves time because you do not need to manually select the same template every time you create an invoice.

Multiple invoice templates help you:

Create a separate template when a project or business requires different branding, trading details, or invoice designs.

Keep your template information accurate and up to date, especially your trading name, email, phone number, address, and logo.

Set the most frequently used template as the default for the relevant project to make invoice creation faster.