Template Categories

Standard / common / recurring messages or text that are used repeatedly
can be stored as a template in Windows Invoicing. This saves you retyping
the text each time. Once retrieved they can be edited if necessary. Each
template is automatically allocated a unique reference number and
description / name.

To access the Templates Categories, select, Setup – ,

Click on to create a new Template Category
Click on to open and existing Template Category
Click on to delete and existing Template from the list of existing Template Categories
Click on to search through the existing list of Template Categories
Click on to close the Template Category Screen
When selecting “New” or “Open” the following screen will appear to edit/change/complete:

Key Enter a unique Key for the Template Category (May be alphanumeric)
Description Enter a short description of the Template Category.