Objective

To create a template with information from an invoice form. With the Load template function, you can automatically complete the form for another invoice with the specified information.

Requirements

At least one invoice must be filed.

Step:

1. Click the invoice you would like to use to create a template.

2. Click the Create template button on the Invoice tab.

The Create template dialog box opens.

3. Enter a name for the template.

4. Click OK.

Result

The template is created. It is available when you click the Load template button.

Information: Only users with administrator rights can edit existing templates.