Company Variable 8: Template Invoice When New Job Sale Invoice is Created
Use this Company Variable to determine the template that should be used when creating new job sales invoices.
In the Company Variable field, enter the
Invoice ID of the sales invoice that you want to use as a template. You can get the
Invoice ID from
.
Note: The
Invoice ID is only visible for invoices that have not yet been posted or finalized.
If there is an identified Invoice ID for this Company Variable, creating a new job invoice copies the template's Print Layout Settings, Introductory Notes, Final Comments, Phases tab information, and Lines tab information.
It may be necessary to perform a refresh when modifying Company Variable values.