Have a custom template for your company invoices that work best for you? Well, no worries. You can now use it on numberz too! Here’s how:

Step:1 Login into your numberz account.

step1

Step 2: Edit the link and add ‘addtemplate’ to the end. Click enter.

step2

Step 3: Navigate to Invoices.

step3

Step 4: There are three main steps involved – upload your best template, map fields and click on confirmation.

step4

Step 5: You need to add two curly brackets around every text that would change in each invoice.

Example:{{ Bangalore}} {{MRF Traders}}

Step 6: Upload and navigate to the next page, where you can see the list of items entered inside the curly brackets.

step6

Step 7: Start mapping which fields needs to be entered in the numberz invoices page. So when you enter the data in numberz ; it will automatically appear in the particular fields.

step7

Step 8: Once all the fields are entered, click Next. You’re good to create the invoices in your template!

step8

Note:

  1. If there is incomplete info in the mapping fields, you will receive an error message.
  2. You can place the logo where you need in the invoices and upload. There is no mapping for that and it will display automatically.
  3. Terms and conditions do not require mapping. Simply enter the text and upload it. It will be printed exactly where placed originally in the invoice.

Ready to get started?

When all of your apps can talk to one another, your time is freed up to work on the big picture thinking that matters most. You'’'ll find Zapier'’'s most common automations here, or get started with one of the Zaps from this post.

Getting paid was endless and many a times embarrassing series of follow-ups. With numberz it begins with a click and ends with a click! Sraboni Harlalka Partner at Wodehouse Capital

Join the 18,000+ companies that use numberz.

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