Invoice / Receipt template

What this template is

The Invoice / Receipt template tracks vendor invoices and business receipts. Enable it under Settings → Category templates → Financial depth.

When to use it (and when not to)

Good fits

• Freelance or SMB expense records for quarterly tax prep
• Vendor invoices with invoice number and total amount
• One item per invoice or receipt

Use something else instead

Everyday workflows

• Enable Invoice / Receipt under Enable category template packs → Financial depth.
• Enter vendor, invoice number, amount, and ISO currency code (e.g. USD).
• NT² warns if you save a duplicate invoice number for the same vendor.

Fields at a glance

What you need

Steps

1. Unlock your vault and open Settings → General → Category templates.
2. Under Financial depth, toggle Invoice / Receipt On.
3. Open Assets and Add asset → Invoice / receipt.
4. Fill required fields and Save.

Tips and common mistakes

• Use ISO currency codes—three uppercase letters (USD, EUR, JPY).
• Duplicate hints appear when invoice number and vendor match an existing item.
• Attach PDF scans via the item attachment panel when you need the original file.

Related

• Enable category template packs
• Tax Document template
• Manage assets