Creating invoices from a template

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

After you create an invoice template with an On Demand frequency in the Setup > Invoice Templates screen, you can select that template at any time to have Accounting CS create an invoice or credit memo transaction using the information in the template record as default information for the transaction.

  1. Choose Actions > Enter Invoices.
  2. In either the Details tab or the Rapid tab, select the applicable template from the Template field. The drop-down list includes all invoice templates that were set up with an On Demand frequency.
  3. Accounting CS enters default information from the template. Enter information in any applicable blank fields and/or modify any information that was entered from the template record.
  4. Click Enter to save the invoice.

Related topics

Accounts Receivable service, overview

Accounts receivable process workflow

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