Setting up customer invoice templates

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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.

  1. Choose Setup > Invoice Templates.
  2. In the Detail tab, click the Add button.
  3. Enter a template ID and description.
  4. Select the applicable template type.
    • On demand. This template will be available for selection in the Template field in the Actions > Enter Invoices > Rapid tab and the Actions > Enter Invoices > Detail tab for you to create invoices from this template at any time.
    • Scheduled. The application automatically creates invoices from this template on the schedule defined in the Schedule Details, Start Schedule, and End Schedule sections below.
  5. In the Customer ID field, select the customer for whom the invoices will be created from this template, or click the Ellipsis Ellipsis button button to select multiple customers.
  6. Select the applicable transaction type (invoice or credit memo), journal, AR account, and payment term.
  7. Enter the appropriate reference, PO number, and, if applicable, memo.
  8. 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.
  9. If the items on the invoice are subject to sales tax, select the appropriate sales tax item.
  10. If applicable, click the Shipping tab and select the applicable shipping address, shipping item, and shipping amount.
  11. If you want to record any notes about this template, click the Notes tab and enter any notes.
  12. If this is a scheduled invoice template, specify the appropriate schedule. Otherwise, click Enter to save the template.
    • Use the Schedule Details section to specify the recurrence settings.
    • Use the Start Schedule section to specify the date on which to start creating invoices from this template.
    • Use the End Schedule section to specify the date on which to stop creating invoices from this template.

    For detailed information on the fields in these sections, see Setup > Invoice Templates > Detail tab.

Using the Rapid tab

Use the Rapid tab to quickly set up templates in a grid view.

  1. Choose Setup > Invoice Templates.
  2. In the Detail tab, click the Add button.
  3. Enter a template ID and description.
  4. Select the applicable template type.
    • On demand. This template will be available for selection in the Template field in the Actions > Enter Invoices > Rapid tab and the Actions > Enter Invoices > Detail tab for you to create invoices from this template at any time.
    • Scheduled. The application automatically creates invoices from this template on the schedule defined in the Schedule Details, Start Schedule, and End Schedule sections in the Detail tab.
  5. Select the applicable customer ID, transaction type, journal, payment term, and AR account.
  6. 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.
  7. 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.
  8. When you have finished creating invoice templates, click Enter to save them.

Related topics

Accounts Receivable service, overview

Accounts receivable setup workflow

Creating invoices from a template

Entering customer invoices

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