You can rename this version for easier access by Control-clicking the template name and choosing Rename. The edited template will show as a new version of the older template. Once you're happy with your changes, simply choose File > Save as Template, then choose the option to save the spreadsheet as a new template. You won't have to keep entering these details in the future if you put them in now. Put in your logo, remove the fields you don't need, add your own text such as your business details and standard information like payment terms, inclusions, and other country-specific requirements like if you’re making a US or UK invoice template. You can make any changes you like once the invoice is open. This gives you the basic information and fields needed for your invoice template. You can start off with the built-in invoice template by choosing File > New, and double-clicking the available invoice template. Within minutes, you can have one that fits your business industry, whether you're looking for pest control invoice templates, sales invoice templates, consulting invoice templates, or any other industry. Which is awesome and so much easier than just opening the same item again and again and using “Save As.” If I did it that way, I would write over my original at least 90 percent of the time because I’m a space cadet like that.If you're looking to customize your invoice template to fit your brand, it's easy to do so. Whether you open a Word template that way or double-click it from the Finder, however, it’ll work the same way as it does in Pages-the program will create a copy of your file so that you can’t overwrite your original. When you get to the Document Gallery afterward, you can pick “Personal” under the “New” tab to see any custom templates you’ve added. The location where it offers to save the thing is…a bit odd, but you’ll need to accept that placing if you want it to appear in Word’s default Templates menu.īut to open your template after that, you’ll just start a new document in Word, choosing File > New from Template if you don’t see the program’s so-called Document Gallery upon launch: You’ll still configure the document as you’d like the template to look, and then select File > Save as Template. When you double-click that file to open it, you can again decide to add it to the Template Chooser, or if you’d prefer, the “New Document” button will essentially create a copy of your creation that you can use without overwriting the original. If, however, you decided to save the letterhead somewhere convenient instead of adding it to the Template Chooser, then you’ll of course see a new file at the location you picked. If you don’t see that Template Chooser when you launch Pages, then either change the preferences mentioned in the brilliant article by Jeff Butts I linked to above, or you can also hold down the Option key within the “File” menu, and “New” will switch to “New from Template Chooser.” If you choose “Add to Template Chooser” and name your creation, then depending on how your preferences are set up, you’ll probably see it when you first open Pages under the “My Templates” section. Pages will then ask you where you’d like to put it.
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