Salesforce provides a number of built-in templates that you can use to create invoices, but you can also create your own custom templates. Here's how:
1. Go to the Setup menu and type Templates in the Quick Find box.
2. Click on Invoice Templates under Communication Templates.
3. Click on New Template in the top right corner.
4. Enter a name and description for your template, then select which object you want to base it on. For this example, we'll choose the Invoice object.
5. On the next page, you'll be able to edit the fields that will appear on your invoice template as well as their order and layout. You can also add merge fields, which will pull data from Salesforce objects into your invoice (e.g., {!Contact.Name}).
6 When you're finished editing your template, click Save in the top right corner