Creating Invoice Presentation Templates
The New Invoice Presentation Template page enables you to create invoice presentation templates to customize the display of project-related charges.
To create an invoice presentation template:
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Go to Transactions > Sales > Invoice Presentation Templates > New (Administrator).
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Enter a unique template Name.
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Enter template Description.
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(Optional) In the Subsidiary field, select subsidiaries to assign the template.
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Check the Include Receipts box to add expense receipts files to an invoice. For more details, see Including Expense Receipts.
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Click the View Options subtab.
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Select a charge type and configure details as necessary. For more information see, Configuring a Charge Table.
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To preview, click the Preview subtab.
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Click Save.
The Default checkbox remains unavailable by default. The system checks the Default box when an IPT is set as default for a subsidiary.
You must select at least one charge type in the table to save and preview the template.