Previewing Invoice Presentation Templates

You can preview an Invoice Presentation Template when you create a new template, on customer, project, and invoice records. However, the data displayed on the template varies based on the record used to preview the template.

The following table illustrates the data displayed on different records:

Record	Template Data	Footer Information
New Invoice Presentation Template page	Static	Static
Customer record	Static	Derived from subsidiary
Project record	Static	Derived from subsidiary
Invoice record without charges	Static	Derived from subsidiary
Invoice record with charges	Real-time	Derived from subsidiary

Note the following points when you preview a template:

• For preview, the SuiteApp uses the default invoice template set for a subsidiary on the IPT Preference page. For more information, see Setting Up the Invoice Presentation Template Preference.

• If a subsidiary does not have a default invoice template, the SuiteApp uses the default template used by the root subsidiary. If a default template is not set for both the subsidiary and the root subsidiary, a warning message appears.

• If the primary details (for example, address, telephone, and email) are unavailable for a subsidiary, the footer of the IPT will not contain the primary details during preview.

• To preview an invoice presentation template (IPT), you must select a value other than None in one of the columns on the charge table.

• If you have set the default templates for a subsidiary and then marked as inactive, the SuiteApp uses the templates for preview.

General Notices