How do I use Invoice Templates?

Once loaded, the invoice template will load the supplier and list of items you specific on the template. You can then enter the amounts purchased and the 0.00 (non-purchased) items will be removed from the list.

To Use an Invoice Template

1. Choose "Invoice" (main menu tool bar).
2. Click "New".
3. Select "Template" (invoice toolbar).
4. A list of previously saved templates will be displayed.
5. Choose the invoice template you wish to load.
6. The invoice is now populated with the supplier and items from that template.
7. Enter the invoice as normal. Enter any non-purchased items as 0.00 or remove them from the list.
   NOTE: The non-purchased items will be automatically removed from the list upon saving.
8. Enter any taxes/adjustments or expenses, and request any credits as required to balance the invoice.
9. Click "Save"

To Create an Invoice Template:

*We recommend that you become familiar with entering an invoice first before using invoice templates.

1. Choose "Invoices" (main menu toolbar).
2. Click "New" to open the invoice window.
3. Select the supplier you wish to make a template for from the supplier list.
4. There is no need to enter any other information, proceed directly to the supplier's item listing.
5. From the list of items on the left, double-click or drag and drop to add to the invoice sheet in the order you wish.
6. Do NOT add an amount, leave all quantity columns as 0.00.
7. Once all desired items are in the list, click "Invoice Template" (invoice toolbar).
8. Click "Save".
9. Give the invoice template a name.
10. Click "Close" (invoice toolbar). The template is now ready to use.

To Edit an Invoice Template

1. Choose "Invoices" (main menu toolbar).
2. Click "New" to open the invoice window.
3. Select "Template" (invoice toolbar).
4. Click "Load".
5. Select the invoice template you wish to edit.
6. To edit, add, or remove items from the invoice.
7. Choose "Template" (invoice toolbar).
8. Click "Save".