Sales Order Templates

Sales Order Templates allow you to quickly load a prebuilt Sales Order, or feed a template to be used by scheduled invoicing.

To start with once you have a suitable Sale or Sales Order to create a related template navigate to the button as shown below to save it as a template.

This icon can be found along the action bar as shown below.

Once this is selected you will be prompted to name the template. We do recommend ensuring this is memorable as once a customer has a few templates it can become easy to mix them up if they aren't well named.

After this next time you create a Sale or Sales Order with this customer selected as the Bill to customer it will prompt you if you would like to use one of your templates.