Merge fields are place holders for specific information that separates one invoice from another. These are merge field features which are highly recommended for an invoice template. Shown below is a sample invoice that can be created in the Document Editor. # = (another number) Template create from another document.Ĭreate document template by either copying and pasting from existing MS Word Files or by typing text from scratch. This is an area where all proposal templates are stored and can be selected from here and opened. The show and hide saved documents is a toggle link that allows you to see all the templates. Save as PDF File - This feature allows you to capture the completed document and save it as a PDF file. Preview : This feature will allow you to view the invoice with the data inserted into the template. New Document - This feature allows you to create another document with a new sheet of paper.ĭelete - You may delete any template listed in the Show Saved Documents panel. Save as Template - This button saves the document as a template, which means if edited, the shell of document will remain the same and only the contents will change as dictated by the user. The purpose of creating documents in Credit Memo Template is to create a stand alone template that will not be linked to any other document.įile Name - This text box is used to create names for documents you create. Once a document has been created, click the Save as Template button. In the File Name text box, create a filename. Once the Document Editor is installed, you will be able to create all your documents.Ĭlick FINANCIAL MANAGEMENT, Credit Memo Template. Please see Appendix C Document Editor Setup Instructions in the user guide. Note: In order for this function to perform optimally, the Document Editor needs to be installed. In order to issue a credit memo, a credit memo template has to be created first. A company usually has a balance or a continuum of financial exchanges where a credit memo adds to the efficiency of exchanging money. Credit memos replace the constant need for issuing checks especially when large amount of transactions are feeding back and forth within an accounting system. A credit memo process is easier than creating a check request and having a check mailed to the company. FINANCIAL MANAGEMENT | Credit Memo TemplatesĬredit memos are created when an institution has obtained an overage of funds and uses a credit memo to return a portion of funds back to a company.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |