PageJoyWhat you can do with PageJoy Templates
PageJoy Templates helps you make business documents and follow what is paid, waiting and overdue. It has 36 designs in total across eight document types.
It is not accounting software. It does not provide ledgers or prepare tax returns.
Choose a document
1. Invoice: make an invoice for work or items.
2. Quote: set out a proposed price.
3. Receipt: record a payment. Receipts can mark invoices paid.
4. Credit note: make a credit note for a customer.
5. Purchase order: make a purchase order.
6. Delivery note: make a delivery note.
7. Timesheet: record work time and turn it into an invoice.
8. Expense claim: make an expense claim.
Check which document your customer or organisation needs before starting.
Make a document
1. Open PageJoy Templates. Choose the document type and a design.
2. Add the details for your document. You can use saved clients and items, choose any currency, and add tax lines and discounts.
3. Check the names, dates, amounts, currency and totals before using the result.
Use saved clients and items
Use a saved client or item when you need the same details again. Check that an address, price or tax line is still correct before reusing it.
Turn a quote or timesheet into an invoice
You can turn a quote into an invoice in one step. Open the quote and use the quote to invoice option. Review the result before using it.
You can also turn a timesheet into an invoice. Check the time, rates and totals in the result.
Record payments
A receipt can mark an invoice paid. Check the invoice's status after making the receipt.
The dashboard shows what is paid, waiting and overdue. The rules for these statuses are Paid invoices have a recorded receipt. Sent invoices with an unpaid balance are waiting; they are overdue after their due date. Check the document details if a status looks wrong.
Export a CSV
Use the CSV export option to create a CSV file.
Work in a Business team
Business teams have email invites, Owner, Member and Viewer roles, approvals before sending and an activity log. Read Teams and approvals for the workflow and permissions.
Get help
You can try the website without an account. Read free downloads for what counts as a download.
If a total, status or export looks wrong, read Troubleshooting or use Contact and Complaints with the document type and what happened.