Invoice Templates UI

Use this UI to create and manage invoice templates.

To open this UI, click Invoice Templates.

To create a template, click Create template.

Invoicing - Templates UI

You can use the Invoicing - Templates UI

Invoicing - Templates UI

Invoicing - Templates UI

This table explains the fields in this UI:

FieldDescription
Active fromThe date from which the setting is applied.
DescriptionA description of the template.
SystemThis denotes that the template is a system template. This means it will be used when custom templates are not available.
Actions - ViewView the template.

Invoice Template UI

When you create, view or edit a template, the Invoice Template UI is displayed:

Invoice Template UI

Invoice Template UI

This table explains the fields in this UI. All of these are required:

FieldDescription
DescriptionSpecify a description for the template.
Active from (M/D/YYY)Specify the date from which the template will be active.
Template BodySpecify the body of the template.