Overview
This guide walks you through how to create and manage invoice templates in Ripple. The Invoice Template feature allows you to manage and reuse invoice settings across multiple Billing Groups, eliminating the need to configure invoice settings individually for each Billing Group.
How to Create an Invoice Template
From the left menu, click Invoices > Invoice Templates > + Create Invoice Template
Enter a name and description for the invoice template
Select the Billing Group to link to the template: The invoice settings of the linked Billing Group will be reflected in all invoices created after the linking process
Review and confirm the invoice settings and click Create
Your invoice template is ready! ✅
Important Notes
Invoice template settings will be reflected from the next invoice created after the template is set up.
If an invoice has already been configured with existing settings, the template settings will take precedence once the template is linked.
Even when using a template, you can still modify individual invoice settings during the invoice creation process.
Need More Help?
If any errors occur during the process or if you have any questions, please reach out to us:
📧 Email: ripple_cs@alphaus.cloud
💬 Live Chat: Available in the bottom-right corner of your dashboard
📖 Help Center: https://help.alphaus.cloud/