1. Projects
  2. Project Management
  3. Invoice Presentation Template
  4. Working with the Invoice Presentation Template SuiteApp
  5. Creating Invoice Presentation Templates

Creating Invoice Presentation Templates

The New Invoice Presentation Template page enables you to create invoice presentation templates to customize the display of project-related charges.

To create an invoice presentation template:

  1. Go to Transactions > Sales > Invoice Presentation Templates > New (Administrator).

  2. Enter a unique template Name.

  3. Enter template Description.

  4. (Optional) In the Subsidiary field, select subsidiaries to assign the template.

  5. Check the Include Receipts box to add expense receipts files to an invoice. For more details, see Including Expense Receipts.

  6. Click the View Options subtab.

  7. Select a charge type and configure details as necessary. For more information see, Configuring a Charge Table.

  8. To preview, click the Preview subtab.

  9. Click Save.

Note:

The Default checkbox remains unavailable by default. The system checks the Default box when an IPT is set as default for a subsidiary.

You must select at least one charge type in the table to save and preview the template.

General Notices