You are now located in the 'Edit template' area.Decide which of the two sample invoice templates fits your existing invoice layout and click the edit pencil icon.Go to Organisation > Settings > Templates > Documents.Open your past invoice in Microsoft Word, and remove all invoice figures from the document and save a copy to your computer. A majority of the editing and formatting of your invoice template is completed within Microsoft Word. The process below is performed best on a computer. Templates can take a while to customise, so we recommend getting started as soon as you can!įor more details on how Synergy populates information into a document, please read our help files here. The easiest method to getting your Synergy invoice template ready for use is to take an existing invoice in a docx file format and upload it into the Synergy document template area.
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