![]() ![]() ![]() When you hover over a section, it becomes shaded. The preview page is divided into sections. ![]() NOTE Best Practice: Unless you are an experienced HTML programmer, it is much easier to select the template that is closest to the invoice you would like to create and then edit it, than to start from scratch. To open the page, use the path(s) in the Security and navigation section above. Invoice templates are created and edited in a WYSIWYG interface that gives you a real-time preview of what the invoice will look like and allows you to navigate to the editor pages for each section. NAVIGATION > Contracts > Tools / Setup > Invoice Templates > context menu > Design NAVIGATION Company page > Invoice Preferences > Invoice Template > click NAVIGATION > Admin > Features & Settings > Finance, Accounting & Invoicing > Invoices > Invoice Templates > New NAVIGATION > Contracts > Tools / Setup > Invoice Templates > New SECURITY Security level with Admin permission to configure Contracts & Un-Posting. SECURITY Security level with Admin permission to configure Finance, Accounting, & Invoicing. ![]()
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