Use your template library to easily populate commonly used fields with default data, such as courtesy and copyright lines.
What is the template library?
Your template library allows you to set default values for certain fields that automatically populate in some areas of your system. This includes setting your default courtesy line, copyright line, invoice terms and various texts you may need to streamline document and reports generation.
Where can I change my templates?
You will need to be an administrator user to have permission to adjust your template library. You can find your template library by clicking Other > Admin > Template Library > click the pencil tool to edit individual templates.
Adding invoice templates
You can add tailored invoice terms to your template library in order to easily reuse them in the future.
While editing a new invoice, you can click 'add invoice terms':
Clicking this link will open up the following text box, where you can then choose to select previously created terms by clicking 'load from library'. You can also select 'save to library' to save a new set of terms.
To edit existing terms, you can navigate to your template library, as described above.