When preparing a document, if you want to load from a template, Click the [Generate From…] button at the top right corner and select “Template“.

A window will pop up, and display a list of all available templates that match the document type. You can select a template and load it into your document. All the information in the template will be loaded into the document.

The post Prepare document from Template appeared first on EasyBilling Help Center.

In the template window, the first tab contains the details of the template. You should provide a name for easy reference when recalling the template. You can also set a validity period to limit the use of the template or choose to mark it as “Never Expire”.

Auto Create

The Auto Create feature allows for the automated generation of documents on a scheduled basis, either weekly or monthly.

You can specify the exact day of the month or the day of the week for document creation. Documents will be generated automatically based on the configurations in the template. Please note that if you select the 30th or 31st for monthly scheduling, on shorter months like February, April, June, September, or November, document will be created on the last day of the month instead.

Additionally, all auto-created documents will be logged in the records, providing a clear audit trail for future reference. Notifications can be set up to alert you when an Auto Document is created. These notifications will display the templates being processed and the number of documents generated.

Customizing Your Template Details

For the other tab pages, they are similar to what you see when preparing a normal document. You can specify document details such as Payment Terms, Shipping Information, Customer Information, Line Items, pricing information, and other elements like Photo and PDF attachments.

However, you cannot set the document date and number in the template; these two pieces of information will be assigned when you prepare the document.

The post Create Template appeared first on EasyBilling Help Center.

To access the Template List, click on the [Template List] icon located on the left-hand side of the main screen. The Template List allows you to manage your templates, making them easily accessible when preparing your documents.

The post Template List appeared first on EasyBilling Help Center.

If you frequently create the same document, such as for monthly or recurring transactions, you can create a template that stores all essential information. This includes the Customer Name, Document details, Item details and pricing information, as well as Photo and PDF attachments.

Using these templates eliminates the need to re-enter information each time you create a document. Furthermore, the Template feature supports the Auto Create function, enabling automatic document generation according to a specified schedule.

The post Template appeared first on EasyBilling Help Center.