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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 3 weeks ago

You can create as many invoice templates as you need for your business.


Navigate to Sole Tank from the left-hand menu, choose the business youโ€™re setting up the template for, and click on the Invoices tab.

Next, switch to the Templates tab and click Add Template.

In the pop-up, give your template a name, choose the payment terms, tax type, and select the bank account the invoice should be linked to.

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 ๐Ÿ˜

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).

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