Templates (viewing, creating, editing, and applying)
Last updated
Last updated
To view the available service templates for working with invoices, you need to go from the main menu to "Invoice" β‘οΈ "Templates". This will open a page with the following content:
On the left side, there is a list of templates with a search function; on the right side, there is an area to view the selected template.
Example of a selected template:
In the image:
1 β Template name.
2 β Button to rename the template.
3 β Button to delete the template.
4 β List of services in table format.
To create a new template, you need to open the invoice creation page or the invoice editing page. Then, select the services as shown in the section "Creating a new invoice" and click the "Create New Template" button. This will bring up a window to enter the template name:
By entering the template name and clicking the "Create Template" button, a new template will be created.
To edit the template name, you need to go to the page displaying all templates and click the "Edit" button (Viewing available templates).
At this stage of application development, it is not possible to modify the list of services in the template.
To apply a template, you need to open the invoice creation or editing page and click the "Load Template" button:
Then, a window with a list of available templates will appear. Select the desired template and click the "Load Template" button:
After that, the window with the list will close, and on the invoice management page, the selected services will be added to the list of chosen services as specified in the template. Each time a template is loaded, it is added to the already selected services, and if a service is already selected, the quantities of that service are summed.
