New Invoice Template.
New Invoice Template
Loading a new debtors Invoice Template into Cashbook
This article assumes that the support staff have sent you a new template file. If that is not the case, please contact Practical Systems.
Step 1. Invoices Tab
Click on the Debtors toolbar option and then click on the Invoices tab.
Step 2. Select Add Button
Click on the Add button at the bottom of the page (or edit an existing invoice).
Step 3. Add Invoice Template
Go to the Invoice Template section
Click on the + button at the right side of the box.
Step 4. Add a Layout
Click on the Add a layout button.
Step 5. Find the Saved File
Find the file which you saved onto your computer and select it.
It should then look similar this:
Step 6. Select Invoice Template
Click on the Invoice Template so that it is highlighted,
Click on the Exit button at the bottom of the page. This will return you to the Add Customer Invoice window.
Step 7. Start Invoicing
You will now be able select the Invoice Template from the scroll down box in the Invoice Template window.
You can now continue with your Invoicing.
Article ID 766