Use Instant Invoice Template

Explanation

This activity is used to create instant invoices using an invoice template. The invoice Templates can be defined in the window Instant Invoice Template. Invoice templates are useful for items that are similar each month but have different amounts, e.g., utility bills.

Prerequisites

An instant invoice template must be entered and saved in the system.

System Effects

As a result of this activity, an instant invoice is created using an invoice template.

Window

Instant Invoice

Related Window Descriptions

Instant Invoice

Procedure

1. Open the Instant Invoice window.
2. Right-click and select Use Invoice Template. The dialog box Create Instant Invoice opens.
3. Select a value for the field Template No from the list of values to specify the template to be used.
4. Click OK to create an instant invoice using the template.