Newbie here.
I chose an all-in-one template for my client that includes the package, pricing, agreement and invoice.
I’m customizing it but couldn’t see where I was able to change the invoice number.
Then somehow, I stumbled onto a separate invoice template option that saves as a Smart File…..which is what I thought the template was (?).
Now, I’m utterly confused. And no matter how I word my question, none of the articles online answer my question.
If I choose a template that includes all the forms I want to send to my client, how does this become a Smart File? How and where can I create my invoice numbering system?
I would love some excellent video tutorials beginning from Day 1, saving the template of choice all the way to sharing the link with the client.
Thank you!
