Invoice Templates

You can add invoice to Pimarc if your user level is 6 or higher. See User Access Security.

To add invoice template:

1. Select the Codes page.
2. Click the Invoice Templates button on the left of the screen.
3. It shows all the templates that have been created.
4. Click the Edit Page button.
5. Click the Add button at the top of the page.
6. Create the template as you desire.
7. Give a name for the template and click Save.
   

To edit invoice template:

1. Select the Codes page.
2. Click the Invoice Templates button on the left of the screen.
3. It shows all the templates that have been created.
4. Click the Edit Page button.
5. Click the edit button beside the template you would like to change.
6. Edit the template as desired.
7. Click Save when done editing the template.

1.   To add a new line.
2.   To move a line up.
3.   To move a line down.
4.   To delete a line.
5. Subtotal Checkbox:  To subtotal from the current selected line, up to and excluding the previous subtotal
6. Save: To save the template.
7. Delete: To remove a template. 
8. Reset: To reset the template back to its original state.
9. Cancel: To cancel and close the template.