Creating Invoices Using Templates

Owned by Joseph Yarborough (Unlicensed)
Last updated: Feb 15, 2022 by Anastasia Medovkina

ServiceChannel's invoice templates are designed for easy use and entry of either one or multiple Invoices.

There are 2 types of invoice templates:

  • Standard Invoice Template: strongly recommended when your clients do not require itemized, or line item, invoices.

  • Line Item Invoice Templates: only use when your client requires line item invoices.

Complete the template in MS Excel and either upload the file from the Invoices List or email it to invoices@servicechannel.net.

When you itemize invoice costs via the MS Excel template, you create a row for each line item, causing one invoice number to have several rows of information. Therefore, we strongly recommend that you use the Line Item Invoice Template only when your client asks you to submit this invoice type. Otherwise, complete the Standard Invoice Template.


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