create an invoice template

1. From the main ivorey menu, go to Documents > Invoices & Estimates > Invoice Templates

2. Click on the [+ New Template] button on the top right of your page ​

3. Starting from the top of your screen, rename your Invoice e.g. Invoice Template​

4. Next click the [+ Add Product] button under the 'Add Products' section (you need to add a product to your template to be able to save the invoice as a template and can change this product when you need to send to a customer)​

5. (Optional) Under 'Additional Options' you can add any Notes, Attachments or Terms and Conditions if that is relevant for your business by ticking the [Terms and Conditions] box​
   
   ​Note: To add payment processing fees (e.g. Stripe fees) on-top of credit card payments, check the box that says "Charge processing fees" under "Additional Options"​

6. Next click the [Save] button in the top right corner. Your invoice will now display under your templates tab​

7. To use this template, click into the invoice template and in the top right corner you'll click on the [Use Template] button​
   
   ​Note: To delete an invoice please go to Documents > Invoices & Estimates > All Invoices > click on the 3 dots of the invoice > then click 'void'.​

   Note: To manually update an invoice as paid please go to Documents > Invoices & Estimates > All Invoices > click on the 3 dots of the invoice > then click 'Record Payment' > here you can enter the amount paid and the method payment was collected

You can monitor if someone has paid an invoice, or if it's overdue, by going to Documents > Invoices & Estimates > All Invoices. You can then filter all invoices by date, export invoice, and view the status of each individual invoice. It will also tally up the total amount of invoices sitting in draft, paid, due and overdue.

If a subscription payment fails, an invoice is automatically generated and emailed to the client. The client can open the invoice and either pay using an existing saved payment method or add a new card. If a new card is added, it will automatically be saved and set as the default payment method for all future subscription payments.

The system will attempt to process the subscription payment again automatically. By default, there are three retry attempts, with each retry occurring one day apart, based on the system’s retry settings.​

Yes! Once your invoice template is set up, you can reuse it each time you send an invoice, saving you from manually adding the same details repeatedly.

Absolutely! Under Additional Options, you can add notes, attachments, terms and conditions, or bank details to your invoice template to make sure all important information is included for your customers.​

Go to Documents > Invoices & Estimates > All Invoices > [Settings] button > [Payment Settings] tab. Click [Manage] under "Manage default stripe payment methods for your invoices" to update your main payment settings and set to bank transfers. Add your bank details to the terms and conditions section. Create a new invoice template to update the settings/payment options.​

Once an invoice has been issued, there is no specific indicator, or toggle field that shows whether auto-payment is enabled for an invoice using a payment plan. Because invoices become locked financial records once sent, auto-payment behaviour cannot be viewed or changed afterward. Instead, it must be inferred based on how the invoice and payment plan were originally configured at the time of creation.