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Old 03-08-2017, 05:44 PM
hroseman hroseman is offline
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Join Date: Mar 2016
Posts: 1
Customizing an Invoice

I would like to create an invoice that has two line items (Delivery and Tip) listed on the invoice. I would like this invoice to appear automatically after an invoice saved.

I know I can create the invoice by memorizing it but then the invoice doesn't come up after an invoice is filed. The invoice customizer doesn't allow one to enter line items (Maybe I'm wrong on this point.)

Thanks for your help.
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Old 03-09-2017, 04:18 AM
Rustler Rustler is offline
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Join Date: Feb 2008
Location: Texas - The Republic
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You can not create a template with items on it by defualt

If you create the invoice with the items, delivery, tip, then memorize it - when you want to use it again you have to go to the reucrring transactions list, select the invoice and click use it, then it will come up with those two items on the invoice

If your version has the bundle item, try creating a bundle, list those two items in the bundle and set it to print the items. When you start a new invoice, click in item name, select the bundle.
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