Working with the Invoice Presentation Template SuiteApp

To work with the invoice presentation template (IPT) SuiteApp, you can perform the following tasks:

• Creating Invoice Presentation Templates

• Including Expense Receipts

• Viewing and Editing Invoice Presentation Templates

• Copying Invoice Presentation Templates

• Previewing Invoice Presentation Templates

• Assigning Invoice Presentation Templates

• Deleting Invoice Presentation Templates

• Printing and Emailing Invoices with Charge Details

Watch the following help video for information about creating invoice presentation templates and adding the templates to invoices.

Note:

Creating, editing, copying, and deleting of invoice presentation templates require Administrator access or the required permissions to work with the SuiteApp. For information about permissions, see Roles and Permissions.

General Notices