Create Instant Invoice Template
Explanation
Use this activity to create an instant invoice template directly in the
Instant
Invoice Template window. Alternatively, you can create a template from
an existing instant invoice.
Prerequisites
This activity requires that a customer be entered into the system.
System Effects
As a result of this activity, an instant invoice template is created.
Window
Instant Invoice
Template
Related Window Descriptions
Instant Invoice Template
Procedure
- Create a new record.
- In the header portion of the window, enter the template number in the
Template No field. Enter a corresponding name in the Template Name field.
- In the Customer ID field, select the customer from the List of Values. The
customer name, currency, and language appear by default.
- Make any appropriate changes to the information that appears in this
window, and then save your changes.