Invoice Templates screen

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Use the Invoice Templates screen to set up templates for invoice transactions. Templates contain information 

You can choose how you want to enter these templates - using either the Rapid tab to enter multiple templates in quick-entry mode, or the Detail tab to enter detailed, individual invoice transactions. As you enter data in one tab, the application simultaneously adds that information to the other tab, so you can switch between tabs as you enter templates.

Choose Setup > Invoice Templates.

Tabbed pages in this screen

Rapid tab

Detail tab

Fields & buttons

Displays the total number of invoice transaction templates that have been set up in this screen.

  • Add button. (Detail tab only) Opens a blank template record.
  • Delete button. Deletes the selected template.
  • Enter button. Saves the current template.
  • Cancel button. Returns the template record to its previous state without saving any changes. For new templates, it closes the template record without saving any information.

Mark this checkbox to have the application assign the Printed status to all invoice transactions that are created from this template.

Related topics

Setting up customer invoice templates

Entering customer invoices

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