Minimum Version Required: 22.11
Pre-Conditions
The Quote Template is set on the Document Templates table in order to print.
Navigate to the Document Templates table search for the Invoice Template and enter the edited Quote Template in the field provided.
Steps
How to Create and Set the Quote Invoice Template
1. Using Universal Search, navigate to the 'Template Designer' Dashboard.
2. Click the drop-down to the right of "New Template" and select an existing template.
3. Click 'Save As'.
4. In the Template Name field, enter a new name for the Quote Invoice Template.
5. From the Template Type options, select Invoice Quote.
6. Click 'Save As'.
7. Edit the Quote template, if needed.
For information on how to edit the template in Template Designer, click to view the Template Designer article in Help Resources.
8. Using Universal Search, navigate to the 'Document Template' Table.
9. Select the Invoice Template the Quote Invoice is associated with.
10. Click to edit the Quote Template field.
11. Select the Quote Template and Click 'Save Changes'.