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.

Method

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

2. On the Organize tab, click Invoice templates > Create template.

3. In the Create template dialog box, enter a descriptive name for the template and confirm with OK.

Result

The template is created.

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

Outlook

The template is available via the Load template function.

The Delete template function allows you to delete templates you no longer need.