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

Viewing and Editing Invoice Presentation Templates

The Invoice Presentation Template List page lists all the invoices presentation templates (IPTs). To view an IPT, you can click View next to the template.

To edit an invoice presentation template, perform the following.

To edit an invoice presentation template:

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

  2. Click Edit next to the template that you want to edit.

  3. Click Save.

If an invoice presentation template has dependent records, you cannot edit the Subsidiary field in the template.

Note:

If you have set an IPT as default for a subsidiary and then inactivated the subsidiary, you cannot edit Subsidiary field on the IPT. When you click View Dependent Records, the IPT preference page will not list the inactive subsidiary.

General Notices