Templates are useful, especially for recurring invoices, in the way that you only need to enter the information once and everything is copied into the new invoice you are creating, but can of course be changed.
Note: You cannot copy a template in order to create another template.
You can copy:
- a template to create a preliminary invoice,
- a preliminary invoice to create a new preliminary invoice,
- a final invoice to create a preliminary invoice,
- the document date will be set to today’s date,
- the due date will be re-calculated,
- invoices in foreign currency will be re-calculated with correct exchange rate into system currency.
then:
If you copy an invoice to create a new invoice, then click OK when the header information for the new invoice is correct and it will be automatically created. Line detail information from the copied invoice is also retrieved, but can be changed.
- Select the Work with sundry invoices menu item.
- On the Work with sundry invoices, All invoices panel, toggle All/Prel/Final/Templ until you reach the panel in Template mode. The panel sub-heading indicates the different modes.
- You access Work with sundry invoices, Templates. The fields on the panel in Template mode are the same as in normal Add mode, but the sub-heading is Template header. See Enter a sundry invoice and the Panel help for field descriptions. Complete the fields you want to pre-define for your template. Click OK to save it. Exit the routine.