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How to create an invoice template
How to create an invoice template

Learn to create customised invoice templates tailored to your sole trader business needs and enhance professionalism and efficiency.

Updated over a week ago

You can add as many invoice templates you need for your business. Simply head to Sole Tank from the left hand menu, select the business the template belongs to and click the 'Invoices' tab.

Now select the 'Templates' tab, and then the 'add template' button.

On the pop up, give your template a name, chose the payment terms, tax type and the bank account this invoice relates to.

What is the tax type? Tax type relates to how you want to show GST on your invoices:

  • No Tax - Choose this option if you are not registered for GST

  • Tax Exclusive - Chose this option if you are registered for GST and want to add GST to your invoice items. For example, labour is $80 + GST = $88.

  • Tax Inclusive - Chose this option if you are registered for GST and want to include GST to your invoice items. For example, labour is $80 including GST (which is $72.73).

Once you've completed all the sections, click the save button.

And that's it, you're done. You can now create as many invoices as you like 😁

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