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. |