Show pageOld revisionsBacklinksExport to PDFFold/unfold allBack to top This page is read only. You can view the source, but not change it. Ask your administrator if you think this is wrong. ==== Document templates ==== **refers to:**\\ Maintenance menu -> Accounts setup -> document templates tab\\ \\ This tab is used for setting global definitions used in creating Invoices. \\ <color red>This configuration should only be changed under supervision of IQX staff.</color> \\ \\ **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 <color red>There is only 1 Invoice layout for all Invoices and Credits. This MUST be called **SalesInvoice.rtm**</color> \\ ====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. <ifauth @newreleases,@internal> \\ Back to [[http://www.iqxusers.co.uk/iqxhelp/doku.php?id=1_online_user_guide|Online Users Guide]] \\ Back to [[UG7-00]] ug7-17.txt Last modified: 2017/12/01 16:35by 127.0.0.1