Working with Invoice Templates

Invoice Templates

To edit an existing invoice template, the Template Manager must be available in your database. If the Template Manager has been enabled in your database, you will see the selection Template Manager under the Setup module. If the Template Manager is not enabled in your database, contact [email protected] to receive instructions about enabling this feature.

View/Edit Default Templates

Select Setup in the Navigation Panel.
Click Template Manager in the Billing section.
Select the template you wish to view/edit, from the Loaded Template drop-down list.
To edit the template:
- Type any desired static text in the desired location in the Page Layout area of your template. All the standard word processing functions are available, such as bold, italics, and so on.
- Insert database fields by clicking Add Database Field.
  - To add billing fields, open the Billing Template Fields, scroll to and click the desired field.
Type a new name for this edited template in the Template Name field
Click Save As (so as not to modify the original in case you need to return to the old template).

NOTE: The database field titled [invoice_compact_lineitems] generates a unique output when used and is not commonly included on templates except on rare occasions. This database field will take all individual line items billed to the customer and compact them into a single item on the invoice that is displayed to the customer. The line item total will include the total of all individual line items. The line item description for the first item on the invoice is the only item that will display to the customer. In your software, you will still see all individual line items but the customer is kept from getting bogged down with all the items that make up that single item that you’d like to bill them.

Setting your Default Invoice Template

Click Setup in the left-hand menu.
Click Billing Options and Settings.
Open the Appearance area.
Select the desired template from the Invoice Default Template drop-down list.

Note: There is also a default Statement template that may be selected here.