Templates

Templates save you from rewriting the same invoice or contract from scratch every time. Create a template once, and use it whenever you need a new document. Templates are a Plus+ feature.

Template Types

Seleckt supports two types of templates:

Each type is designed to pre-fill the right fields so you can get a document out the door in seconds instead of minutes.

Creating a Template from Scratch

1. Go to Templates in the sidebar and click New Template.
2. Choose the template type: Invoice or Contract.
3. Give your template a descriptive name (for example, "Standard Wedding Package" or "Portrait Session Agreement").
4. Fill in the content:
   • For invoice templates, add your typical line items, descriptions, quantities, and prices.
   • For contract templates, write your terms using the rich text editor (supports bold, italic, headings, lists, and alignment).
5. Click Save.

Tip: Name your templates clearly so you can tell them apart at a glance. Something like "Mini Session Invoice" is much more helpful than "Template 1".

Saving an Existing Document as a Template

Already have an invoice or contract you are happy with? You can turn it into a reusable template:

1. Open the invoice or contract you want to save as a template.
2. Click Save as Template.
3. Give the template a name and confirm.

The new template appears in your template list, ready to use next time.

Using a Template

When Creating an Invoice

1. Go to Invoices and click New Invoice.
2. Click Use Template and select an invoice template.
3. The line items, descriptions, and amounts are filled in automatically.
4. Adjust anything you need for this specific client (quantities, prices, due date).
5. Finish and send as normal.

When Creating a Contract

1. Go to Contracts and click New Contract.
2. Click Use Template and select a contract template.
3. The contract text is loaded into the editor with all your formatting intact.
4. Personalise any details for this client and send.

For more on the full contract workflow, see Contracts.

Browsing and Filtering Templates

The Templates page gives you a few ways to find what you need:

• View by type -- Use the filter tabs to show All, Invoice, or Contract templates.
• Search -- Type a keyword into the search bar to filter by template name.
• Sort -- Templates are listed with the most recently updated first.

Tip: If you have a lot of templates, use the type filter first to narrow the list, then search within that type.

Editing a Template

1. Go to Templates and find the template you want to update.
2. Click on it to open the editor.
3. Make your changes and click Save.

Editing a template does not affect any invoices or contracts you have already created from it. Those documents keep the content they had at the time you created them.

Deleting a Template

1. Go to Templates and find the template you want to remove.
2. Open the template and click Delete, or use the actions menu on the list page.
3. Confirm the deletion.

Deleting a template is permanent. It does not delete any documents that were previously created from it.

Tip: If you are not sure whether you still need a template, consider renaming it with an "[Archived]" prefix instead of deleting it outright.

Quick Reference

Tip: You can also jump straight to creating a new template from the Command Palette by pressing Cmd+K.