
Invoicing User’s Guide September 2010 93
Working with Invoice Templates
Creating Templates
6
11. Enter shipping and discount information:
12.Enter invoice notes and text:
–Enter Terms and conditions text, up to 1,000 characters. This text appears on an invoice.
–Enter Note to recipient text, up to 1,000 characters. This text appears on an invoice.
–Enter Memo text, up to 150 characters. This text does not appear on an invoice.
13.Click Save Template.
The Save template? dialog box opens. The default template name displays in the text box.
14.Enter a template name in the text box.
15.Select Make this my default template to use this template as your default.
16.Click Save.
The Manage your templates page opens. Your saved templates display in the template
list. The default template is highlighted and displays Current default in the Default
column.
Setting Action
Discount Enter a number and select a discount type.
Shipping/handling Enter an amount.
Tax on shipping Select the tax to apply to the shipping or handling fee.
If the correct tax rate is not listed, add a new tax. See “Adding Tax Information
in an Invoice or Template” on page 128 for instructions.
Comentarios a estos manuales