• Registered: 01/11/2015
  • Posts: 5

Topic: How to create a template invoice?

I'm trying to set up recurring invoices, and am stuck because there are no template invoices. Unfortunately, the template page in the Wiki simply says "To be done".

Apparently, I have to create a regular direct invoice first (which I did), and then somehow mark it as a template.

How do I actually mark an invoice as a template?

My FA version: 2.3.22
I'm logged in as System Administrator and made sure that all permissions are checked.

  • From: Canada, Yukon
  • Registered: 09/27/2014
  • Posts: 121

Re: How to create a template invoice?

Under your sales tab, go to sales order inquiry.  Your invoice will be listed as the last one.  put the check mark in the tmpl column.  From there you can go back under the sales tab to recurrent invoices and when you set up the recurring transaction, the template will be listed.

bobloblian's Website

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,160

Re: How to create a template invoice?

It is detailed in the Wiki.

apmuthu's Website

4 Reply by kkeane (edited by kkeane 02/04/2015 08:44:33 pm)

  • Registered: 01/11/2015
  • Posts: 5

Re: How to create a template invoice?

I've been to that screen several times, and always overlooked the check box. Thank you!

BTW, I had seen that Wiki entry. That's how I knew that somehow I had to mark an invoice as a template. It only says "...before you can mark it as a template" without going into exactly the detail I needed. And the link to Template Invoice goes to the blank page.

Regardless, thanks for your help!

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,160

Re: How to create a template invoice?

Please let us know how we can make the wiki better by submitting a screenshot with info overlaid to be meaningful in context.

The Sales Order Entry page and the Sales Order Inquiry page have the necessary info besides a forum post that discussed it now marked as SOLVED.

apmuthu's Website