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Set up customer invoice templates

Accounting CS enables you to create templates for invoices in the Invoice Templates screen in either the
Detail
 tab or the
Rapid
 tab. You can set up these templates to create invoices on an as-needed basis (on demand) or on a specific schedule.

Detail tab

Use the
Detail
 tab to enter detailed template information and to set up scheduled templates.
  1. Select
    Setup
    , then
    Invoice Templates
    .
  2. In the
    Detail
     tab, select
    Add
    .
  3. Enter a template ID and description.
  4. Select the template type.
    • On demand.
       You can create invoices from this template at any time in the
      Template
       field from
      Actions
      Enter invoices
      Detail
       tab.
    • Scheduled.
       The application automatically creates invoices from this template on the schedule defined in the Schedule Details, Start Schedule, and End Schedule sections below. The start date must be within the client's posting period.
  5. In the
    Customer ID
     field, select the customer for whom the invoices will be created from this template, or select the Ellipsis button to select multiple customers.
  6. Select the applicable transaction type (invoice or credit memo), journal, AR account, and payment term.
  7. Enter the appropriate reference, PO number, and, if applicable, memo.
  8. In the
    Items
     tab, select the invoice items to include on the invoices created from this template. Specify the quantity and price for each item.
  9. If the items on the invoice are subject to sales tax, select the sales tax item.
  10. Select the
    Shipping
     tab and select the shipping address, shipping item, and shipping amount.
  11. If you want to record any notes about this template, select the
    Notes
     tab.
  12. If this is a scheduled invoice template, specify the schedule. Otherwise, select
    Enter
     to save the template.
    • Use the
      Schedule Details
       section to specify the recurrence settings.
    • Use the
      Start Schedule
       section to specify the date on which to start creating invoices from this template.
    • Use the
      End Schedule
       section to specify the date on which to stop creating invoices from this template.

Rapid tab

Use the Rapid tab to quickly set up templates in a grid view.
  1. Select
    Setup
    , then
    Invoice Templates
    .
  2. In the
    Detail
     tab, select
    Add
    .
  3. Enter a template ID and description.
  4. Select the applicable template type.
    • On demand.
       Select this template in the
      Template
       field in the
      Actions
      Enter Invoices
      Rapid
       tab to create invoices from this template at any time.
    • Scheduled.
       The application automatically creates invoices from this template on the schedule defined in the Schedule Details, Start Schedule, and End Schedule sections in the
      Detail
       tab. The start date must be within the client's posting period.
  5. Select the customer ID, transaction type, journal, payment term, and AR account.
  6. In the Invoice details grid, select the invoice items to include on the invoices created from this template. Specify the quantity and price for each item.
  7. When you have added all invoice items for the template, you can add another invoice template by pressing the TAB key twice to open a new template row.
  8. Select
    Enter
     to save the templates.

This article applies to:

  • Product: Accounting CS,Accounting CS Client Access

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