Customizing your service plan invoices

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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.

After 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.

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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.

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.

  1. From the navigation bar, select the gear icon ( ) > Settings
  2. Under General settings, select Documents
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  3. Select Service plan invoice
  4. Customize your template as and save your changes
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    To learn more about how to customize a document template, please see this article.

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