Invoice templates

Work package setup

Build reusable work lists for customer invoices — visa bundles, PRO packages, and service groups. Staff pick a package on the invoice screen; lines and prices fill automatically.

Packages 0

Work steps 0

Your packages

Add packages here, edit work steps, then save. Changes apply to all invoice users immediately.

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Excel import mode

Choose how imported rows are applied when you use Import Excel above.

Replace entire list Remove all current packages and load only what is in the file. Merge with existing Keep your packages and add new steps from Excel without deleting existing ones.

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