Creating Invoices from Templates

To create a new invoice using an existing template:

1. Go to Customers > Invoices.
2. Find a template that you want to use as a basis for creating your invoice. Filter the Status column by the Template value, if needed.

   

3. Select the template and then click the Edit icon.
   Result: The Sale Invoice (Template) form opens.
4. Select the invoice status: Pending or Completed.
5. Specify other invoice requisites. For more information on how to specify invoice requisites, see one of the following sections:
6. Creating New Wholesale Invoice
7. Creating New Merchandise Invoice
6. At the top right of the Sale Invoice form, click the Save icon.
   Result: A new invoice is created. The template remains the same.