Create invoices from a template

After you create an invoice template (
Setup
, then
Invoice Templates
) with an On Demand frequency you can select that template at any time and the application will create an invoice or credit memo transaction using the information in the template record as default information for the transaction.
  1. Select
    Actions
    , then
    Enter Invoices
    .
  2. In either the
    Details
    tab or
    Rapid
    tab, select the applicable template from the
    Template
    field. The dropdown includes all invoice templates that were set up with an On Demand frequency.
  3. Accounting CS enters default information from the template. Enter information in any blank fields or modify information entered from the template record.
  4. Select
    Enter
    to save the invoice.

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