Customizing invoices, quotes and other documents to match your business’ corporate identity and tailor them to customers is a task every business owner faces sooner or later.
With our templates, you do this quickly and easily – “set and forget.” Sweet!
Basically, you only create templates once in the organization settings of Easybox.
Still want to change something afterwards? No problem.
There are more than 30 different elements you can set up and save per language, per document type. More details in our knowledge base.
Then you call them up when creating quotes, invoices and credit notes.
Do you have different templates per customer type? Then simply select the right template and all billing info will be displayed tailored to the customer.
Help!!! More than 30 settings?
Don’t worry. At the start of your Easybox subscription, all required templates are pre-set. Completely ready to use!