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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
2.16.6
Document Templates. Users can build own “favourites” list. Also search added.
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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