Create and add an invoice template

Document templates allow you to automatically fill in printable forms (documents and invoices) with data from a case card.
You can configure document templates in the AdministrationDocument templates section.

To add an invoice template:
  1. In the Administration section, select the Document Templates section.
  2. Click the ➕ button in the lower right corner of the page and select Invoice Template.
  3. Fill in the fields of the invoice template creation form:
    • Enter the name of the template;
    • Attach the prepared template file.
  4. Click the Add button. The template will be added to the list.

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You can use the template you created instead of the standard one for previewing and downloading invoices.

 

To prepare a template file, you need to create a document in Word with the elements you need: a header and a footer, as well as specify the necessary field tags that you want to display in the finished invoice.
For example, the name of the customer (Bill_Client_Name) and the cost amount (Bill_SubTotal).

 


Please note that tags must be put in the appropriate fields when creating case card blocks. This is necessary so that the necessary information is pulled into the document according to the template.