Invoicing with a Product Catalogue
About this template
This template makes invoicing easy by allowing you to create invoices directly from a pre-defined catalogue of goods and services. Ideal for businesses and freelancers who regularly invoice for the same items, it simplifies the process and keeps all your invoice information in one organised place.
👉Databases included:
Invoice Database - where you create and track your invoices
Client Database - used to manage all your customer information
Product Database - record your standard products and costs.
👉How it works:
Add your products and services to the catalogue, and when it's time to create an invoice, simply select the items, adjust the quantity, and the total is automatically calculated. You can add custom line items to the invoice too.
1. Generate an Invoice - select the products from your Product database, and add a quantity.
2. Add Extra Line Items - need to include bespoke charges or services? Easily add extra line items to your invoice.
3. Automatic Totals - the template automatically calculates the invoice totals.
4. Track Payment Status - the template automatically calculates the invoice totals.
5. Upgrade with Pop Invoice - integrate with Pop Invoice to generate PDFs, email invoices to clients, and set up automated reminders for any overdue payments.