The best way to streamline your workflow in Studio is by saving reusable templates for your Contracts, Invoices, and Questionnaires! This will save time when sharing any documents - all you have to do is assign your client and send it! 🎉

Navigate to the Templates section using the side menu. Here, you will see options to create Templates for Contracts, Invoices, and Questionnaires.

Scroll down to Invoices and click Create New Invoice Template.

Enter the Template name. For example, if you're creating different Invoices depending on the type of session (portraits, weddings, events, etc), you can name those accordingly so you know which Invoice to send to your client.

If needed, you can also additional Items to the Invoice:

Once you've finished customizing each section, make sure to save the Invoice Template. After you save, you'll be able to see a preview of what the Template looks like and make additional edits if needed!

✨ Pro Tip: If you want to use a Template as a starting point for other Invoice Templates, you can easily duplicate it and make edits!

We're glad you asked! To share Contracts (or any other documents with your client), we recommend first creating a Project! Using Projects, you can share Contracts, Invoices, and Questionnaires together - keeping everything in one place for you and your client.

Invoice Templates can also be used to send a single Invoice to your client. Head to the Invoices section of Studio and click New Invoice. Choose the Template then assign your client. 💰

If you have any questions or need additional help, feel free to contact us in the chat bubble in the lower right-hand corner of your dashboard. We're always happy to help!