Set Up Invoice Templates

Create reusable invoice templates so you can quickly generate invoices with standard line items like TI dues and club dues.

Before You Begin

• You must be a club officer.
• You should know the amounts for each line item you want to include (e.g., TI dues per member, club dues).

Create an Invoice Template

1. Go to Dues & Invoices in the left sidebar.
2. Click Invoice Templates (or navigate to Dues & Invoices > Manage Templates).
3. Click Create Template.
4. Enter a Template Name (e.g., "Standard Renewal" or "New Member Dues").
5. Optionally check Is Default to make this the default template.
6. Under Line Items, add one or more rows:
7. Description: What the charge is for (e.g., "TI Dues", "Club Dues", "New Member Fee").
8. Unit Amount: The price per unit.
9. Qty: Default quantity (usually 1).
10. Order: Display order on the invoice (0 = first).
11. Click Add Line Item to add more rows.
12. Click Create Template.

Example Template: Semi-Annual Renewal

Description	Unit Amount	Qty
Toastmasters International Dues	$60.00	1
Club Dues	$25.00	1

Edit a Template

1. Go to Dues & Invoices > Invoice Templates.
2. Click Edit next to the template you want to change.
3. Update the name, line items, or amounts.
4. To remove a line item, check the Remove checkbox next to it.
5. Click Save Changes.

Delete a Template

1. Go to Dues & Invoices > Invoice Templates.
2. Click Delete next to the template.
3. Confirm the deletion.

Deleting a template does not affect invoices that were already created from it.

Tips

• Create separate templates for different scenarios: renewals, new members, or special assessments.
• Template names must be unique within your club.
• When you create an individual invoice, you can choose to start from a template, which pre-fills the line items. You can then add, remove, or edit line items before saving.

Related Articles

• Get Started with Dues Tracking
• Create and Send Invoices