Use transaction templates to create payable and credit memo transactions

You set up on-demand transaction templates in the
Payable Templates
screen. You can select 1 of these templates to have the application create a payable or credit memo. This memo is created using the information in the template record as default information for the transaction.
  1. Select
    Actions
    , then
    Enter Payables
    .
  2. On either of the following, select the template to use to create a transaction.
    • Temp/Amort
      on the
      Detail
      tab.
    • Template
      on the
      Rapid
      tab
  3. Enter new information and edit the information from the template record.
  4. Select
    Enter
    to save the transaction.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close