Create, Edit or Delete Invoice Templates

Overview

Invoice Templates can be set up and used in your portal if you have a particular format or information that is required for certain customers, or if you need to have multiple templates for groups or sets of customers. 

Creating a Template

1. Go to Config > Invoicing > Templates > Create New Invoice Template.

2. Enter the template properties:

Name	Enter the template name. Choose a unique name, as you will not be able to use the same name as an existing template
Enabled?	Tick the checkbox to enable. This means you will be able to use the template for invoices,
Header	Choose from a drop-down list of header elements. If you do not choose a header element, the system will use the Default Header.
Format	Choose from a list of drop-down components. This sets the component for the Body of the Invoice.
Footer	Choose from a drop-down list of footer elements. If you do not choose a footer element, the invoice footer will be blank.
Reports	Use the arrows buttons to move components from Available Reports across to Selected Reports (or vice versa) >> moves all components into Selected Reports > moves the highlighted component into Selected Reports < moves the highlighted component into Available Reports << moves all components into Available Reports

3. Click Save.

You can also select ‘Clone’ instead and change the relevant properties.

Edit a Template

1. Click the name of the template you want to edit.

2. Edit the template properties.

3. Click Save.

To disable an active template, untick the ‘Enabled?’ checkbox.

Enable a Disabled Template

1. Click Filter Results > Include Disabled> Go.

2. Click the name of the template you want to enable.

3. Tick Enabled and check the other template properties.

4. Click Save.

Delete a Template

1. Tick the checkbox to select the template that you want to delete.

2. Click With Selected… > Delete > Go.

You cannot delete a template if you have used it to issue an invoice to a customer. You will be prompted to disable the template instead.