How to Create and Post a Template Invoice | Scribe

How to Create and Post a Template Invoice

  • Carrie |
  • 0 step |
  • 3 minutes
  • MyfundaccountingMyfundaccounting
You may have certain invoices that are used regularly. If so, you are able to memorise invoices that you have created to recall at a later date to save time with inputting information.

Creating a template invoice

Navigate to [https://www.myfundaccounting.online/dashboard](https://www.myfundaccounting.online/dashboard)
Go to the "Transactions" menu
Go to "Transaction assistants"
Click "Sales and Purchases"
Click "Record a sale/ List sales"
Click "Add New"
Fill in the Invoice prefix, number, and choose the customer for the invoice.
Click "Select Product"
Fill in the invoice details as usual.
Select the product.
Select the bank account that this invoice will be recorded to.
If you are sending out the invoice to a customer, fill in the information for the remitter reference, account details if applicable, beneficiary reference and customer email.
When you are ready to post the invoice, click "Store"
To memorise the invoice to use again in the future as a template, click "Save as a template invoice and post"
Type in a name for the memorised invoice so that you will be able to recognise it in the list of template invoices.
Click save when ready.
Click "OK"
To view a list of the template invoices, when on the 'List Sales' screen click "List Template Invoices"
This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe