How to draft Invoice templates?
If you want to setup a template for your invoice automation then you have to go into Invoices templates list view. There are two ways to access Invoices Templates:
1- You can access it from Invoices Dashboard
![](https://files.helpdocs.io/600ibhl1jc/articles/1klbvdkuzk/1596554751072/image.png)
2- Another way to access it from Invoices in top menu
![](https://files.helpdocs.io/600ibhl1jc/articles/1klbvdkuzk/1596554955754/image.png)
Invoices Templates List View
Templates list view will list down all the templates created and will also give option to edit or delete it.
![](https://files.helpdocs.io/600ibhl1jc/articles/1klbvdkuzk/1596554859691/image.png)
You can create two types of templates
- Invoice Template: This template takes the pricing from an incoming booking when the rule fires.
- General Invoice Template: This template has fixed price which you define it in the invoice template.
![](https://files.helpdocs.io/600ibhl1jc/articles/1klbvdkuzk/1596555008884/image.png)
Add New Invoice Template overlay will give user a bundle of options to create template. You can set Invoice template as mentioned in below screenshot.
![](https://files.helpdocs.io/600ibhl1jc/articles/1klbvdkuzk/1596555140265/image.png)
User can also setup email template which will be sent to user.
![](https://files.helpdocs.io/600ibhl1jc/articles/1klbvdkuzk/1596555221946/image.png)
Cost Formula
You can setup Cost Formula for Aggregate or Cumulative basis with Add and Subtract operations and this amount will be added or subtracted from Booking total amount.
![](https://files.helpdocs.io/600ibhl1jc/articles/1klbvdkuzk/1596555341819/image.png)