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The Unconventional Guide to Work

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Design your own Invoices and Quotes

Today's update introduces Custom Templates allowing you to personalise your invoice, quote, statement, purchase order and job briefs within WorkflowMax.

With Custom Templates you can set up multiple templates to use in different situations. For example:

  • if you run more than one business under the same company structure, when you print your invoices, quotes, purchase orders, job briefs and statements you can choose the appropriate templates to suit
  • if some clients require more detail on their invoices for instance you could build a custom template specific for that purpose
  • if you wanted to include pages and pages of preamble and terms and conditions as part of a larger proposal for each of your quotes then look to use a custom template
  • you could even create client engagement letters or deed documents that could be printed as job briefs from each of your jobs. 

For more information on how to build your own custom templates please refer to our online help