---
url: "https://docs.portone.cloud/docs/creating-invoice-from-invoice-template"
title: "Creating Invoice from Invoice Template"
---
An Invoice Template in PortOne is a pre-defined data structure designed to streamline the invoice creation process. It allows you to set up reusable templates with prefilled details such as product/service descriptions, tax rates, payment terms, and default settings. These templates act as a foundation for generating multiple invoices quickly and consistently.
By using Invoice Templates, businesses can save time, minimize errors, and ensure uniformity across all invoices.
## Steps to create an Invoice Template [Skip link to Steps to create an Invoice Template](https://docs.portone.cloud/docs/creating-invoice-from-invoice-template\#steps-to-create-an-invoice-template)
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### Creating an Invoice Template [Skip link to Creating an Invoice Template](https://docs.portone.cloud/docs/creating-invoice-from-invoice-template\#creating-an-invoice-template)
Follow these steps to create a custom invoice template in the PortOne admin console:
1. **Navigate to Invoices**: Go to the **Invoice** tab, select **Create New Invoice**, and click **Choose Template**.
2. **Initiate Template Creation**: In the template modal, click **Create Custom Template**.
3. **Template Details**:
- Enter a **Template Name**.
- Configure the **Invoice Currency**.
- Add an **Invoice Description**.
4. **Customize Fields**: Define **Custom Fields** as required.
5. **Additional Features Checkboxes**:
- Enable **QR Code** inclusion.
- Activate **Payment Notifications** for invoices.
6. **Reminders**: Set up **Invoice Reminders** for timely alerts.
7. **Invoice Content**:
- Configure **Line Items**.
- Add a **Customer Note** if needed.
- Specify any **Additional Charges** or **Discount Data**.
8. **Additional Notes**: Add any other notes using **Key & Description** fields.
9. **Finalize Template**: Review all details, ensure accuracy, and click **Save** to complete the template creation.
This process enables a streamlined and customized invoice template creation experience that fits your business needs.
## Steps to create an Invoice from the Invoice Template [Skip link to Steps to create an Invoice from the Invoice Template](https://docs.portone.cloud/docs/creating-invoice-from-invoice-template\#steps-to-create-an-invoice-from-the-invoice-template)
To streamline the invoice creation process, you can use a pre-configured invoice template in the PortOne admin console.
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# Creating the Invoice from an Invoice Template
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Follow the detailed steps below:
1. **Access the Invoice Tab**
- Navigate to the **Invoice** tab in the PortOne admin console.
- Click on **Create New Invoice** and select **Choose Template**.
2. **Select a Custom Template**
- From the list of available templates, select the appropriate **Custom Template** that fits your invoice requirements.
3. **Auto-filled Template Data**
- The selected template's data will be automatically populated in the Invoice creation page, including pre-configured fields such as currency, descriptions, line items, and reminders.
4. **Configure Customer Details** : Fill in the following customer information:
- **Customer Name**
- **Email Address**
- **Phone Number**
5. **Set Date Details** : Specify the following date-related information:
- **Invoice Date**: The date the invoice is issued.
- **Invoice Due Date**: The deadline for the invoice payment.
6. **Customize Additional Options** : Adjust the checkboxes for additional options if needed, such as:
- **SMS Notifications**
- **Payment Confirmation Notifications**
- Other template-defined options.
7. **Override Template Data**
- Modify or override any pre-filled template data as per your specific requirements, including line items, descriptions, or additional charges.
8. **Review and Create the Invoice**
- Carefully review all the configured details, ensuring everything is accurate.
- Once satisfied, click on the **Create Invoice** button to finalize and generate the invoice.
Using this method ensures a fast and efficient way to generate invoices while allowing flexibility to adapt to specific client or business needs.
