Core TSIs : Invoices : Working with Invoices : Creating an invoice template
Creating an invoice template
Prerequisites:
• Sufficient knowledge of creating templates.
• Sufficient knowledge of generating mail merge reports.
• First, create an invoice template using the fields that are relevant to invoices in any of the Planon ProCenter supported formats such as, *.html, *.rtf, *.doc or *.docx and save it at a location of your choice.
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To know more about creating a template, see Creating a mail merge definition and a template file.
1. Go to Invoices.
2. On the action panel, click Report.
3. Click Add on the action panel.
4. In the Report definitions and settings window, set the report Type as Mail merge.
5. Follow the steps in Creating a mail merge definition and a template to create your mail merge definition and invoice template.
6. In the Report definitions and settings window, click OK to save your template file and the mail merge definition.
You can now assign this template to an invoice.