Create Invoice Line Item Description Templates for faster Invoicing in Coincraft.
Video Walkthrough
Written Guide
There are two distinct methods for creating a new Invoice Template.
Method 1: Navigate to the 'Invoices' tab and select 'Invoice Templates'.
Method 2: You can create a template directly from the Invoice Overview. Simply click on the 'Save' icon located under the 'Description' column.
This allows you to save the current code used for that specific line item as a new template. Additionally, it will also display the current code used for that line item.
If you opt to create an Invoice Template from scratch, follow these steps:
Click on the '+New' button.
Click on the 'Description Codes' icon > Select the codes you want to use for that specific template, and paste them in the 'Description' field. Enter a name for the template.
Click on the 'Save' button.
Once the template is saved, it will be visible in the 'Invoice Templates' list, both in the 'Invoice Templates' window and the 'Invoice Template' dropdown menu.
Editing an Existing Invoice Template
To edit an existing invoice template, navigate to the 'Invoices' tab and select 'Invoice Templates'.
From the dropdown menu, choose the template you wish to edit and click on the 'Edit' button.
Make the necessary changes and click 'Save' to finalize the edits.
Deleting an Existing Invoice Template
To delete an existing invoice template, you need to be in the 'Edit Invoice Template' window. From here, simply click on the 'Delete' button.
