Overview

Invoice templates are an essential and fundamental part of the Emersion software platform. Without an invoice template, service providers cannot send bills to customers.. The content in this section aims to provide users with the knowledge and tools needed to create and maintain invoice templates in Emersion.


Fundamentals Articles

How To's






Training Videos








My Invoice Template

The My Invoice Template section gives service providers the ability to create and customise invoice templates. When users first come to this area, two sub tabs are visible, but the user is first directed to the Invoice Layouts tab.

The invoice template styling can be controlled in two ways:

  • Invoice layouts
  • Invoice designs

Invoice layouts give service providers the ability to control data that appears on the invoice, and some additional elements that can be customised. 

Invoice designs are collections of settings and styling that can be shared across multiple invoice layouts.