Invoice Templates are a handy tool to speed entry of an Invoice, especially from smaller Suppliers who only provide less than 50 Items to you. Once loaded, the Invoice Template will load the Supplier and the list of Items you specified on the template. You can then enter the amounts purchased and the 0.00 (Non-Purchased) Items will be removed from the list.
To Use an Invoice Template:
1. Choose
Invoice (Main Menu
Toolbar).
2. Click
New .
3. Select
Template (Invoice
Toolbar).
4. A list of previously saved Templates will be displayed. To add a new template, see Creating an Invoice Template
5. Choose the Invoice Template you wish to load.
6. The Invoice is now populated with the Supplier and Items from that Template.
7. Enter the Invoice as normal. Enter any non-purchased Items as 0.00 or remove them from the list.
NOTE: The non-purchased Items will be automatically removed from the list upon saving.
8. Enter
any Taxes/Adjustments ,
Request any Credits
and
Expenses
as required to balance the
Invoice.
9. Click
Save .