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

(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;

To use this feature that there is no sort order applied to Document Templates in Agency Setup as sort order overrides the favourites list.

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