---
title: "Invoice Templates"
slug: "rechnungs-templates"
updated: 2026-06-22T09:55:43Z
published: 2026-06-22T09:55:43Z
canonical: "help.frisbii.com/rechnungs-templates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.frisbii.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Invoice Templates

## Preliminary Remarks

Frisbii Media offers the option of creating and customizing various invoice templates.

- One template can be used for all invoices. However, each template can also be explicitly assigned to an offer.
- In the list view, a distinction is made between different types (B2C, B2B, B2C Event, B2B Event) under **Invoice Type**. However, this only serves as an example and is not automatically applied to the offers.
- Templates must be actively approved before they can be used in day-to-day business.

The editing mode is organized in such a way that it is immediately clear which information is displayed at which position in the PDF.

---

## Create invoice templates

1. In the list under Commands, click on **+ Add**. The editing mode opens.
2. The following settings can be made:
  1. **Design:** Frisbii Media offers 5 different design templates to choose from.
  2. **Position of the logo:** Where the logo appears on the PDF.
  3. **Logo:** Upload company logo.
  4. **Text 1:** Can be used for contact data, for example (max. 5 rows of 100 characters each).
  5. **Sender address line:** Appears above the address in the letter window.
  6. **Invoice details:** Show data below or next to it.
  7. **Position of the invoice heading**
  8. **Text 2:** Free text, appears above the table in which the offer details are listed.
  9. **Activate/deactivate checkboxes**
    1. Show Delivery/Service Date
    2. Show Offer ID
    3. Show Subscription ID
    4. Show Additional Title Description (from the offer creation)
  10. **Address Display:** Use the drop-down menu to set the address display.
  11. **Text 3:** Free text, appears below the table.
  12. **Text 4:** Free text, appears below the table.
  13. **Footer columns:** Footer can consist of 4 segments.
3. Click on **Save**.

→ The template is initially saved as a draft and is **not** yet automatically approved.

---

### Approve draft

In order to use the invoice template, you need to approve the draft first.

1. In the list view, click on **Approve Draft**.

> [!TIP]
> **Note**
> 
> - As soon as the new draft has been approved, the old live template is overwritten.
> - Multiple templates cannot be activated in one invoice type.

---

### Edit template

1. In the list view, click on Edit.
2. Make the changes.
3. Click on Save.
4. Approve the draft.

---

### Copy template

> [!TIP]
> Tip
> 
> Save yourself time and effort. Start by creating a standard template—which you can then copy and quickly customize.

1. In the list view, click on Details.
2. In the action bar, click on Copy.
3. Use the drop-down menu to choose where the template should be copied to.

---

## Assign invoice templates to offers

Invoice templates can be explicitly assigned to any number of offers.

- Open the **Products** menu item.
- Open menu item **Offers**.
- Select any offer.
- Open **Extended Offer Data** in the action bar.
- Click on **Invoice Template**.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-8FO485AV.png)

- A new dialog window opens.
- Use the drop-down menu to select the invoice template that has already been created.