Every month you send your client an invoice where you change only a few details including the date, quantities and amount. The rest of the information remains the same. Every time you make a copy of the previous invoice, delete the old information, fill it with new figures and send the new invoice as an attachment.
PDFfiller offers you an easier and less time consuming way. Create and customize a template and use it every time you need to issue an invoice. It takes only a few clicks to create a new document based on the template. Fill and sign it using our handy tools, and send it directly from PDFfiller.
To get started, open the document, fill in the information you want to appear in your custom template and create fillable fields.
Then, click the arrow near Done and select Go to MY DOCS in the drop-down menu.
In MY DOCS, select the document, click More and choose Template from the drop-down menu.
In the dialog window, press Create Template.
The letter “T” will appear on the document’s icon meaning that the document is a reusable template. To use the template, select it and choose Create Document.
Name the new document and click Create.
The newly created document will immediately open in the editor. Fill the document and send it to your client directly from PDFfiller using our handy mailing service.
The template remains unchanged, you can use it again and again.
To learn more about how to create and use templates, watch the following video:
If you like being able to create and customize PDF templates online, you might be interested in a whole lot of other great features that PDFfiller has to offer. Some of these include editing, annotating and signing documents, making copies, converting PDF documents to Word, Excel or PowerPoint formats. Check out these tutorials to see the other great things that PDFfiller can do for you!