In this article, you will learn how to customize your service plan invoices in Workiz.
Service Plans is a great tool for creating and managing recurring visits for general services or maintenance.
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Experience this feature in action with a guided walkthrough!
Launch walkthroughAfter enabling the Service Plans feature, Workiz will automatically create a new document template for you: the service plan invoice. This is the document your clients will see in the client portal for every billing statement. Although it is also technically an invoice, the service plan invoice template is separate from the standard invoice template.
How to customize your service plan invoice template
In order to customize your service plan invoice template, you will first need to enable the feature.
To learn more about enabling the feature or creating a template, please see this article.
- From the navigation bar, select the profile icon > Settings
- Under General settings, select Documents
- Select Service plan invoice
- Customize your template and save your changes
To learn more about how to customize a document template, please see this article.