![]() Do you need a custom version of this PDF invoice? You can just save the original editable invoice in your files in-case you need to edit it later. Then simply email your customer that flat un-editable copy. Don't send your customer an editable PDF form that they can change the details of, instead when your invoice is fully completed go to File > Print and print a flat uneditable copy of the invoice in PDF format. When sending your customers or clients an invoice, always PRINT a PDF copy of the invoice. ![]() Sending customers / clients your new PDF invoices Plus you can customise them later if you need to change or add terms. Top Tip: If you have a standard set of Payment Terms, you can add those to your master PDF invoice template and just save them as pre-filled text, this saves you typing them out each time.Invoice Creation: Just open your newly created master invoice template, and fill-in your client/customer details, invoice number, PO number, date issued, date due, the products or services provided, unit costs, quantities and finally any invoice terms and conditions.Save this PDF file as your master invoice template. Then you 'Lock the Form' using the simple 'Lock Form' button and all your company details are saved into the invoice template. Setup Stage: you simply customise the PDF template with your company name, address, contact details, bank details and logo.This free invoice template works in 2 stages
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