Invoice Templates > Rapid tab

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Use the Rapid tab of the Invoice Templates screen to enter multiple customer invoice templates in a quick-entry mode. As you press the TAB key to move through the fields in this tab, the application retains the selections for most fields, so you don't need to re-enter all of the information for the next template.

Choose Setup > Invoice Templates.

Fields & buttons

Click the plus sign (+) to the left of a template to display the Invoice details grid for that template.

  • Template ID. (Required) Enter up to 11 characters to use for this template. For on demand templates, this Template ID will be available for selection in the Template field in the Enter Invoices > Rapid tab and the Enter Invoices > Detail tab.
  • Description. Enter up to 50 characters to use as the description for this template.
  • Temp Type. (Required) Select the applicable template type.
    • Select Scheduled to have the application automatically create transactions from this template on a specific schedule, and then enter the schedule details in the Detail tab.
    • Select On Demand to make this template available for selection in the Enter Invoices screen for you to create transactions from this template at any time.
  • Recurrence. (For Scheduled template types only) Select the frequency at which to create invoices from this template.
  • Customer ID / Name. Required) Select the customer for whom to create the invoice from this template, or add one on the fly. The drop-down list includes all customers that were set up for the selected client in the Setup > Customers screen. The application automatically enters the customer name in the Name field.
  • Type. (Required) Selection the type of transaction to create from the template — Invoice or Credit memo.
  • Journal. Select the appropriate journal to use for the invoices created from this template. The drop-down list includes all journals that were set up for the client in the Setup > Journals screen.
  • Pmt Term. Select the payment term to use for invoices created from this template, or add one on the fly. The drop-down list includes all payment terms that were set up in the Setup > Firm Information > Payment Terms screen.
  • AR Account. (Required) Select the applicable GL account to use for invoices created from this template.
  • Net Amount. As you select invoice items to include on the invoice, the application automatically calculates the net invoice amount and displays it in this column.
  • Notes. If you enter any notes in the Detail tab, the application displays a Note Note icon in this column.
  • Item / Description. Select the items to include on the invoice. The drop-down list includes all active Item, Service, Other Charge, Group, and Discount items that were set up in the Setup > Invoice Items screen.
  • Quantity. If applicable, enter the quantity of the invoice item to include on the invoice.
  • Price. Enter the per-item price.
  • Amount. The application calculates this amount based on the quantity and price.
  • Tax Status This read-only field indicates if this item is taxable or non-taxable, or if an additional sales tax applies.

Related topics

Setting up and using invoice templates

Entering customer invoices

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