New Invoice Template

How do I load a new debtors invoice template into Cashbook?

This article assumes that the support staff have sent you a new template file. If that is not the case, please contact Practical Systems.

Step 1 – Click on the Debtors toolbar option and then click on the Invoices tab.

Step 2 – Click on the Add buttom at the bottom of the page (or edit an existing invoice).

Step 3 – Go to the Invoice Template section, and click on the + button at the right side of the box. 

Step 4 – Click on the Add a layout button.

Step 5 – Find the file which you saved onto your computer and select it. It should then look similar this:

Step 6 – Click on the Invoice template so that it is highlighted,

             Click on the Exit button at the bottom of the page. This will return you to the Add Customer Invoice window.

Step 7 – You will now be able select the Invoice Template from the scroll down box in the Invoice Template window. You can now continue with your Invoicing.