In the Templates tab you can select the default numbering schemes and templates to be used for the selected customers whenever you create invoices and other confirmation documents.
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Invoice Numbering | |
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Pro Forma Invoice Numbering Scheme | The numbering scheme automatically suggested by the system whenever you create new pro forma invoices for the selected customers. |
Final Invoice Numbering Scheme | The numbering scheme automatically suggested by the system whenever you create new final invoices for the selected customers. |
Document Templates | |
Customer Pro Forma Invoice | The document template automatically suggested by the system whenever you create new pro forma invoices for the selected customers. |
Customer Final Invoice | The document template automatically suggested by the system whenever you create new final invoices for the selected customers. |
Customer Project Confirmation | The document template automatically suggested by the system whenever you send to the selected customers new project confirmations which contains the specifics of a given project. |
Customer Task Confirmation | The document template automatically suggested by the system whenever you send to the selected customers new project task confirmations which contains the specifics of a given task. |
Customer Quote Confirmation | The document template automatically suggested by the system whenever you send to the selected customers new quote confirmations which contains the specifics of a given quote. |
Customer Quote Task Confirmation | The document template automatically suggested by the system whenever you send to the selected customers new quote task confirmations which contains the specifics of a given quote task. |
Click to advance to the Confirmation Page. | |
Click to terminate the modification process. |