Invoicing - Templates UI
Use these UIs to modify the template that is used to create invoices.
To access the UIs, click the Settings icon and click Templates. The following UI is displayed:
Templates UI
The created templates for invoices and credit notes are displayed and you can edit or delete them. The System template cannot be deleted.
Invoice Template UI
The details for each template are displayed in the Invoice Template UI:
Template UI
You use the same UI to create a template.
This UI contains the following fields:
| Fields | Descriptions |
|---|---|
| Description | Enter a description for the template. |
| Active From | Choose a date from which the template becomes active. |
| Template Body | The body specifies the invoice's fields. |
Updated 5 months ago