Creating an Invoice Template

Templates are a great way to populate an invoice for speedy entry.

We recommend that you become familiar with entering an Invoice first before using Invoice Templates.

To Create a New Invoice Template:

1.  Choose Invoices  (Main Menu Toolbar).

2.  Click New to open the Invoice window.

3.  Select the Supplier you wish to make a template for from the Supplier list.

4.  There is no need to enter any other information, proceed straight to the Supplier’s Item listing.

5.  From the list of Items on the left, double-click or drag and drop to add to the Invoice sheet in the order you wish.

6.  Do NOT add an amount, leave all Quantity columns as 0.00.

7.  Once all desired Items are in the list, click Invoice Template  (Invoice Toolbar).

8.  Click Save.

9.  Give the Invoice Template a Name.

10. Click Close (Invoice Toolbar). The template is now ready to use.