Invoice presets allow users to customize invoice formats through the Invoice configuration window.
Invoice presets also determine the layout and content of PDF invoices, and can be used for bulk emailing and within Service Agreements.
Once an Invoice preset is created and saved, it can be assigned to a specific Customer. Any new invoices for that customer will automatically follow the preset’s configurations. This ensures consistency, saves time, and reduces formatting errors.
Additionally, presets can be used in bulk emailing invoices, ensuring consistency across multiple recipients.
How To Create an Invoice Preset
Open an Invoice.
Click the arrow on the right side of the Invoice (next to the email status) to expand the Invoice configuration window.
If a similar Invoice preset already exists, select it from the Invoice Presets box and make any necessary adjustments.
Toggle sections on or off to customize what data appears on the invoice:
Green checkmark = Section is enabled.
Gray circle = Section is disabled.
Click "SAVE AS NEW PRESET", then enter a name for the new Invoice Preset.
If modifying an existing preset, select "UPDATE SELECTED PRESET" instead.
You can then select this preset wherever a PDF layout is required, such as within Service Agreements.
Additional Options:
Click the three dots next to an Invoice Preset name to rename, duplicate, or delete it.
How To Assign an Invoice Preset to a Customer
Navigate to the Customer page.
Click "EDIT" (upper right corner).
Select an Invoice Preset from the Invoice Preset dropdown.
Click "SAVE".
Once saved, all new invoices for that customer will automatically apply the preset.
Frequently Asked Questions
Q: Why can’t I see my Invoice Preset in the dropdown on the Customer page?
A: Try refreshing the Customer page. If the preset was created recently, it may take a few minutes to process and appear in BuildOps.
Q: Why doesn’t the 'Detailed Invoice' preset appear in the dropdown?
A: The default 'Detailed Invoice' preset is automatically applied and cannot be edited or customized. To create a customized version, open an invoice, expand the configuration window, make your changes, and save it as a new preset.