Invoice templates in billli help you create recurring invoices faster. If you frequently bill for the same services, templates save significant time while ensuring consistency.

What Are Templates?

Templates are pre-configured invoice structures that include:

Line items - Your standard products or services
Default quantities and prices - Pre-filled amounts
VAT settings - Correct rates applied automatically
Payment terms - Your preferred due date

When you create an invoice from a template, all this information is pre-filled. You just select the client and send.

Creating a Template

Go to Templates

Navigate to Templates in the main navigation.

Click New Template

Click New Template in the top right.

Name Your Template

Give it a descriptive name like "Monthly Retainer" or "Web Design Package".

Add Line Items

Add the products or services this template should include.

Save

Click Save to create the template.

Template Components

Template Name

Choose a clear, descriptive name:

✅ "Monthly SEO Services"
✅ "Website Maintenance Package"
❌ "Template 1"
❌ "New template"

Line Items

Add all recurring items with:

Description - Clear service/product description
Quantity - Default quantity (can be changed per invoice)
Unit Price - Standard rate
VAT Rate - Applicable VAT percentage

Set quantities to 1 as a starting point. You can easily adjust them when creating actual invoices.

Payment Terms

Set your default payment terms:

Due date offset (e.g., "14 days")
Any default notes or payment instructions

Using a Template

To create an invoice from a template:

Start New Invoice

Click New Invoice from anywhere in billli.

Select Template

Choose your template from the "Use Template" dropdown.

Select Client

Pick the client for this invoice.

Adjust as Needed

Modify quantities, add/remove items, or change prices if needed.

Send

Preview and send your invoice.

Template Examples

Here are some template ideas for common use cases:

Freelance Developer

Template: "Monthly Development Retainer"

Item	Qty	Price
Development Hours	20	CHF 150
Server Maintenance	1	CHF 100

Graphic Designer

Template: "Brand Identity Package"

Item	Qty	Price
Logo Design	1	CHF 1,500
Business Cards	1	CHF 300
Letterhead	1	CHF 200

Consultant

Template: "Consulting Day Rate"

Item	Qty	Price
Consulting (Full Day)	1	CHF 1,800
Travel Expenses	1	CHF 0

Managing Templates

Editing Templates

Go to Templates
Click on the template to edit
Make your changes
Click Save

Editing a template doesn't affect invoices you've already created from it. Each invoice is independent once created.

Deleting Templates

Go to Templates
Click on the template
Click Delete
Confirm deletion

Best Practices

One Template Per Service Type

Create separate templates for different service offerings:

One for hourly work
One for fixed-price projects
One for recurring maintenance

Review Regularly

Update templates when your prices or services change:

Annual price adjustments
New service offerings
Changed VAT rates

Keep It Simple

Templates should speed up invoicing:

Include only standard items
Use default quantities
Add special items manually

Using Invoice Templates