Invoice Templates allow you to specify which accounts should be included when generating invoices. For example, you can have a dedicated invoice template specifically for Airfare Costs or Car Rental Costs.
Invoice Templates can be configured under the Billing Entity Settings tab on the Billing Entity screen. These templates determine how receivables are divided into individual invoices for a given Billing Entity. For example, if you want to issue a separate invoice for Home Move costs, including detailed information about the move, you can create a specific template to handle this.
Create a new template by clicking on Plus , and view/edit an existing one by clicking on
. The screen contains the following fields:
Description: A name to describe of the template.
Active/Inactive: Whether this invoice template will be applied during invoice batch generation.
Merge Document: A specific merge document to be applied for the applicable invoice record.
Maximum Invoice Amount: The maximum total amount that can appear in any one invoice record of this type. If a single applicable receivable would exceed this amount, it will appear on its own invoice record.
Receivable Types: Which receivable types will appear in that given invoice record.
Accounts Included: Which accounts will appear in that given invoice record.
If no accounts are listed, then it is treated as though all accounts are included.
How Invoice Templates Affect Generating Invoice Batches
When you create an invoice batch, instead of grouping all receivables for a billing entity into one invoice manually, templates will group receivables into multiple invoices based on the settings configured in the Invoice Template.