Invoice templates

A template stores a ready-made invoice: the merchant, the items, the payer and the payment purposePayment purpose The field in a payment order used to match the payment to an invoice. Include the invoice number there — and the money will be credited automatically. For details, see Payment purpose. →. Repeat invoices are issued in a couple of clicks, and every active template has a permanent link and QR code — the payer pays on their own, without a new invoice from your side.

The section is in the «My sales» → «Templates» menu. Whether you see the section and its buttons depends on your employee permissions — access is granted by the organization's administrator, see Employee access.

How to create a template

1. Open «My sales» → «Templates» and click «Create».
2. On the «Invoice parameters» step, enter the template name, the merchant and the issuing frequency. Here you also choose the sending method — «By email / messenger / link», «To the "Request to PayRequest to Pay The Request to Pay service: the seller sends a request, and the buyer confirms the payment in their bank or personal account. For details, see What is Request to Pay. →" service» or «Via EDI» — and fill in the payment purpose.
3. On the «Payer» step, fill in the details of the company, sole proprietor or individual. You can tick «The payer will fill in their details» — then the payer enters their details at payment time.
4. On the «Invoice items» step, add the items: name, price, quantity and VAT rate. Items can be imported from a CSV file. The «Next» button saves the template.

After saving, the «Template created!» window appears — from there you can immediately issue an invoice based on the new template.

How to issue an invoice from a template

Click «Issue invoice» in the «Outgoing invoices» section. A selection window opens: at the top — «Issue a new invoice» with a blank form, below — cards of your templates with the payer, merchant and amount. Clicking a card fills the invoice form with the template data — check it and send the invoice as usual.

How invoicing works — see Issuing an invoice.

Payment link and QR code

On the template page, an active template shows a QR code and a «Copy link» button. Send the link to the payer or display the QR code — payment through them stays available as long as the template exists and is active.

How to edit or delete a template

Open the template from the list. The actions menu offers «Edit» — the same three-step wizard with the fields filled in — and «Delete».

If you have questions, contact support: c-support@invoicebox.ru, +7 (812) 448-08-01 (9:00–21:00 MSK).