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

1. Create a new record.
2. 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.
3. In the Customer ID field, select the customer from the List of Values. The customer name, currency, and language appear by default.
4. Make any appropriate changes to the information that appears in this window, and then save your changes.