Invoice Templates

Before You Begin

• You must be a club officer.
• You should know the amounts for each line item you want to include (e.g., TI dues per member, club dues).

Create an Invoice Template

  1. Go to Dues & Invoices in the left sidebar.
  2. Click Invoice Templates (or navigate to Dues & Invoices > Manage Templates).
  3. Click Create Template.
  4. Enter a Template Name (e.g., “Standard Renewal” or “New Member Dues”).
  5. Optionally check Is Default to make this the default template.
  6. Under Line Items, add one or more rows:
    • Description: What the charge is for (e.g., “TI Dues”, “Club Dues”, “New Member Fee”).
    • Unit Amount: The price per unit.
    • Qty: Default quantity (usually 1).
    • Order: Display order on the invoice (0 = first).
  7. Click Add Line Item to add more rows.
  8. Click Create Template.

[Screenshot: Invoice template creation form showing a template named “Standard Renewal” with two line items for TI Dues and Club Dues]

Example Template: Semi-Annual Renewal

• Toastmasters International Dues — $60.00, Qty 1
• Club Dues — $25.00, Qty 1

Edit a Template

  1. Go to Dues & Invoices > Invoice Templates.
  2. Click Edit next to the template you want to change.
  3. Update the name, line items, or amounts.
  4. To remove a line item, check the Remove checkbox next to it.
  5. Click Save Changes.

Delete a Template

  1. Go to Dues & Invoices > Invoice Templates.
  2. Click Delete next to the template.
  3. Confirm the deletion.

Deleting a template does not affect invoices that were already created from it.

Tips

• Create separate templates for different scenarios: renewals, new members, or special assessments.
• Template names must be unique within your club.
• When you create an individual invoice, you can choose to start from a template, which pre-fills the line items. You can then add, remove, or edit line items before saving.

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