Creating and adding an invoice template

Adding a template

  1. From the main navigation menu on the bottom left click on ADMINISTRATION.  
  2. Click the DOCUMENT TEMPLATES tab.
  3. Click on the New template line - a form will appear to create the template.
  4. Specify template name.
  5. Select the template type - For invoice.
  6. Click on the Attach a file line and select a prepared template file.
  7. Click the Add button to complete the process.

Note: The created template can be used instead of the standard one for previewing and downloading invoices.


Please note that tags must be placed in the appropriate fields when creating case card blocks. This is necessary to ensure that the needed information is pulled into the document by template.