This page is where you create and manage your invoice templates. A template stores frequently used settings, texts, and defaults so new invoices can be created faster and stay consistent in day-to-day work.
What Invoice Templates Are For
An invoice template can define items such as:
- Default recipient and internal contact person
- Due date, payment method, and default payment account
- Currency, date format, and price mode
- Default tax logic and e-invoice options
- Subject, introduction, closing text, and default line items
When you later create a new invoice from a template, Billance fills these values in automatically.
Page Layout
The page is built as a template list with a detail area:
- Left: All existing templates with search and a create button
- Right: The settings of the currently selected template
This lets you switch between templates quickly and edit the right one directly.
Create a New Template
- Click "Create New Template" on the left
- Enter a name and, if needed, a description
- Then configure the desired defaults in the different tabs
- Use Save to store the template permanently
Billance also tells you when required fields such as the template name are still missing.
What You Can Define in a Template
Depending on the section, you can control things such as:
- General: Name, description, icon color, and default state of the template
- Recipient: Default recipient and internal contact for new invoices
- Settings: E-invoice on/off, output mode, invoice type, reference number, currency, date format, price logic, and due date
- Texts: Subject, introduction, and closing text with placeholders
- Tax: Tax region, tax type, and default tax rate
- Payment: Payment method, default payment account, cash discount, and payment terms
- Line Items: Default line items plus additional charges, allowances, and further presets
- Metadata: Additional e-invoice fields when the template is used for structured invoices
Default Template & System Templates
- You can mark one template as the default template
- It will then be preferred automatically for new invoices
- Some templates already exist as system templates
- System templates can be reset so their original defaults are restored
Working Directly from a Template
From the action menu, you can create a new invoice directly from a template. Billance applies the stored values immediately to the new draft.
Notes for Free & Premium
- The built-in standard template can also be used without Premium
- Additional free invoice templates and advanced variants are Premium features
- If a template or feature is locked, Billance shows this directly in the interface