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Invoice Templates ​

Templates let you save a designed invoice layout and apply it to any new invoice. A template captures the visual design, field placement, default line items, and styling - but leaves the data (client, amounts, dates) to be filled in per invoice.

Built-in templates ​

FoxCLM ships with four starter templates:

  • Classic - professional dark header with blue accents
  • Modern Minimal - clean, light design with subtle typography
  • Bold Color - gradient purple header with a modern feel
  • Compact Serif - compact serif layout, great for printing

You can use these as-is or clone them as the starting point for your own template.

Saving a template ​

  1. Open any invoice and go to the designer.
  2. Arrange fields, styles, and content the way you want.
  3. Click Save as Template.
  4. Enter a template name and description.
  5. Save.

The template now appears in the template picker for all future invoices.

Applying a template to a new invoice ​

  1. Click + New Invoice.
  2. Click Choose Template at the top of the editor.
  3. Pick from the template list.
  4. The invoice inherits the template's layout, default line items, notes, and styling.

Applying a template to an existing invoice ​

  1. Open the invoice.
  2. In the designer, click Load Template.
  3. Pick a template.
  4. Confirm - this overwrites the current layout but preserves data fields.

Template management ​

Go to Settings -> Invoice Templates to see all templates. From here you can:

  • Preview a template
  • Edit its design
  • Duplicate it
  • Delete it (cannot be undone)
  • Set one as the default for new invoices

What templates store ​

A template stores:

  • Full layout design (field positions, sizes, styles)
  • Default notes and terms & conditions text
  • Default line item list (e.g. a fixed set of services)
  • Custom field defaults (if any)
  • Currency preference

A template does not store:

  • Client selections
  • Specific line item amounts or dates
  • Invoice number (always auto-generated per invoice)
  • Workflow status (always starts at Draft)

Tips ​

  • Create one template per common billing scenario. If you bill differently for one-off sessions vs. monthly retainers, have two templates.
  • Use the AI restyle on your current best-looking invoice, then save the result as a template.
  • Share templates across the workspace. Templates are per-workspace, so any admin or moderator can use templates you've created.

Next steps ​

FoxCLM Documentation