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Templates Multiple Change Customer

 

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.
  • Items marked as default only signify suggestions automatically made by the system whenever appropriate. It is possible to select a different item for a given action.
  • To create or modify the numbering schemes used for items listed in this tab, go to System > Configuration > Templates > Numbering Schemes.
  • To create or modify templates used for the items listed in this tab, go to System > Configuration > Templates > Document Templates.

 

Invoice Numbering
 
  • To have the system ignore specific information in the modification process, select the Do Not Change radio button for a given field. The information represented in the field will not be modified.
  • To modify, select the Set radio button, click on the drop-down list and select the numbering schemes and document templates.
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 ConfirmationThe 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 ConfirmationThe 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 ConfirmationThe 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 ConfirmationThe 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.
NextClick to advance to the Confirmation Page.
CancelClick to terminate the modification process.