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You have full control over the look and feel of the invoices that you create in Actionstep.  You can change these by editing the source MS Word DOCX template and inserting merge fields for the live data.  Actionstep ships with some default templates which you can use as-is or modify to suit your needs.

Merge Fields

For more information on using merge fields and document assembly please refer to Document Assembly.


Invoice Template Examples

You can download ready-made templates.  See Invoice Template Examples

Accessing a list of your invoice templates

After downloading them you can upload these files go to your system by going to Administration > Document Templates > Sale/Purchase Template 

The last menu item may have a different name on your system depending on your accounting settings.

Editing an existing template

If you are replacing an existing Template, click on the Template name and just replace the existing file. 

You can also download a copy of the existing template file by clicking the link in the second column or you may click Edit in MS Office to be able to open the template, make changes to it and save those changes back to Actionstep. 

Creating a Invoice template

If you are adding a new one - click Add New template.

In this same screen you can specify which type of transaction the file is for and if it is the default selection - in the screenshot below, the template loaded will be available when creating a Client credit or Invoice (it will not be available for any other function). It will also be the default when generating the Document (any others will be available in the drop down list).

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