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cats:procedures:invoices:invoicetemplates [2022/05/12 17:28] – jen | cats:procedures:invoices:invoicetemplates [2023/05/12 19:43] (current) – [Invoice Items Templates] wiki_admin | ||
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Invoice templates can be used to provide specialized formatting, internationalization features and custom text when creating an invoice. | Invoice templates can be used to provide specialized formatting, internationalization features and custom text when creating an invoice. | ||
- | ===Create an Invoice | + | ====Adding/ |
- | To create an invoice template | + | To create an invoice template |
- | ==Add Template== | + | CATS will display a list of all the invoice templates that have been entered in the system. |
[{{: | [{{: | ||
- | Go to **Add** | + | |
+ | From here you can perform the following actions by selecting from the menu: | ||
+ | * **Add** - Add a new invoice template | ||
+ | * **Edit** - Edit the currently selected template \\ | ||
+ | * **HTML** - Print this list of templates | ||
+ | * **Download** - Save this list templates as a CSV file\\ | ||
+ | |||
+ | ===Adding an Invoice Template=== | ||
+ | |||
+ | To add a new invoice template, select | ||
[{{: | [{{: | ||
- | Name the template and press **Apply**. | + | Name the template and press **Apply** |
+ | |||
+ | ===Modifying the Invoice Template=== | ||
+ | |||
+ | After you create a template or if you edit an existing template, you can modify the template' | ||
+ | |||
+ | [{{: | ||
+ | Fill in the required information for this template. | ||
+ | |||
+ | The invoice template can be used to control and customize the appearance of the printed invoice display along with specialized texts specific to your requirements. | ||
+ | |||
+ | * **Invoice title** - This is the title text that will be displayed on the printed invoice. | ||
+ | * Filtering options: | ||
+ | * **Active** - Invoice templates that are not active cannot be selected for new invoices. | ||
+ | * **Type** - Specify the type of invoice (Purchase or Sale) this invoice template applies to. | ||
+ | * **Transaction codes** - A list of specific invoice types that this invoice template applies to. | ||
+ | * Formatting options: | ||
+ | * **Date format** - Controls how dates appear on the printed invoice. | ||
+ | * **Number format** - Controls how numbers appear on the printed invoice. | ||
+ | * **Display on printed invoice** - Controls whether units or weight are displayed on the printed invoice. | ||
+ | * **Similar items** - Controls whether similar items are combined on the printed invoice. | ||
+ | * **Remark at bottom** - Controls whether the remark text appears at the bottom or middle of the invoice. | ||
+ | * Default texts: | ||
+ | * **Remark** - The text to apply to the " | ||
+ | * **Payment instructions** - Text to apply to the " | ||
+ | * **Invoice note** - Text to apply to the " | ||
+ | * **Our address on invoice** - Address to use for the "Our address" | ||
+ | * **Currency** - Default currency to use for the newly created invoice. | ||
+ | |||
+ | <note tip>The Remark, Payment instructions, | ||
+ | |||
+ | <note important> | ||
+ | |||
+ | ====Invoice Items Templates==== | ||
+ | |||
+ | The **Invoice item templates** section allows you to specify items and subtotals that will be automatically added to the new or existing invoices when the template is selected. | ||
+ | |||
+ | < | ||
+ | |||
+ | This section uses the vertical bar symbol to separate fields in the item definition. The field definitions are as follows: | ||
+ | - **Type:** the type of item to add (either // | ||
+ | - **Order:** the display order of the added item | ||
+ | - **Description: | ||
+ | - **Cost code:** cost code for the item (does not apply to Subtotals) | ||
+ | - **General ledger number:** general ledger number for the item (does not apply to Subtotals) | ||
+ | - **Currency: | ||
+ | - **Options: | ||
+ | |||
+ | For example, a definition like this '' | ||
+ | |||
+ | ===Invoice Items Template Options for Subtotals=== | ||
+ | |||
+ | When specifying a subtotal line on the invoice you can use the final field to specify a number of options, separated by a semi-colon. | ||
+ | |||
+ | * **Totals={X}** the subtotal displays the following information when printing. (" | ||
+ | * **PrintEmpty** display the subtotal line even if it has no content above it. | ||
+ | * **Nested** the subtotal is nested inside a parent total | ||
+ | * **Running** the subtotal doesn' | ||
+ | |||
+ | For more information about invoice subtotals see [[cats: | ||
+ | |||
+ | ==== Applying an Invoice Template ==== | ||
+ | |||
+ | To apply an invoice template to a new invoice, simply click on the " | ||
+ | |||
+ | [{{: | ||
+ | |||
+ | Only templates that are allowed for the invoice type you are creating will be displayed. Use the invoice type, transaction code, and active filters to control which templates users can select. | ||
+ | |||
+ | After you select a template from the list, CATS will display the template' | ||
+ | |||
+ | [{{: | ||
+ | |||
+ | Once you have the proper template selected, click on " | ||
+ | |||
+ | The new invoice will be created with the details from the template you selected. | ||
+ | |||
+ | ==== Changing Which Template an Invoice is Using ==== | ||
+ | |||
+ | [{{: | ||
+ | |||
+ | The invoice template information is displayed at the top of the invoice screen. CATS displays the invoice template' | ||
+ | |||
+ | You can change the invoice template for an existing invoice by selecting "Tmpl > Select Template" | ||
+ | |||
+ | Changing the invoice template for an existing invoice will not update the note fields (e.g. payment terms). | ||
- | [{{: | + | <note tip> |
- | Add in additional information for this template. Press **Apply** | + |