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Accounting CS enables you to create templates for invoices in the Setup > Invoice Templates screen. You can set up these templates to create invoices on an as-needed basis (on demand) or on a specific schedule.
Using the Detail tab
Use the Detail tab to enter detailed template information and to set up scheduled templates.
- Choose Setup > Invoice Templates.
- In the Detail tab, click the Add button.
- Enter a template ID and description.
- Select the applicable template type.
- In the Customer ID field, select the customer for whom the invoices will be created from this template, or click the Ellipsis button to select multiple customers.
- Select the applicable transaction type (invoice or credit memo), journal, AR account, and payment term.
- Enter the appropriate reference, PO number, and, if applicable, memo.
- In the Items tab, select the invoice items to include on the invoices created from this template. Specify the quantity and price for each item.
- If the items on the invoice are subject to sales tax, select the appropriate sales tax item.
- If applicable, click the Shipping tab and select the applicable shipping address, shipping item, and shipping amount.
- If you want to record any notes about this template, click the Notes tab and enter any notes.
- If this is a scheduled invoice template, specify the appropriate schedule. Otherwise, click Enter to save the template.
Using the Rapid tab
Use the Rapid tab to quickly set up templates in a grid view.
- Choose Setup > Invoice Templates.
- In the Detail tab, click the Add button.
- Enter a template ID and description.
- Select the applicable template type.
- Select the applicable customer ID, transaction type, journal, payment term, and AR account.
- In the Invoice details grid, select the invoice items to include on the invoices created from this template. Specify the quantity and price for each item.
- When you have added all invoice items for the template, you can add another invoice template by pressing the TAB key twice to open a new template row.
- When you have finished creating invoice templates, click Enter to save them.
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