==== Document templates ====
**refers to:**\\
Maintenance menu -> Accounts setup -> document templates tab\\
\\
This tab is used for setting global definitions used in creating Invoices.
\\
This configuration should only be changed under supervision of IQX staff.
\\ \\
**Consists of:**
* ID
* Name
* Class
* Descriptive Type
* Ledger
* Payment Type
* Report File
* Days to Pay
* Autonumber Type
* Autonumber next
* Autonumber prefix or a linked templateID
* VAT Nominal
There is only 1 Invoice layout for all Invoices and Credits. This MUST be called **SalesInvoice.rtm**
\\
====Document Templates. Users can build own “favourites” list. Also search added.====
**(2.16.6+)**\\
Users can build own Document Templates “favourites” list and search this list.
This feature is accessed from a Contact event window. For example - Person Record - Contact Event icon.
When using document templates;
{{ :2-16-6_k.png?500 |}}
To use this feature that there is no sort order applied to Document Templates in Agency Setup as sort order overrides the favourites list.
\\ Back to [[http://www.iqxusers.co.uk/iqxhelp/doku.php?id=1_online_user_guide|Online Users Guide]]
\\ Back to [[UG7-00]]