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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 (
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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 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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