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Assign an Order Invoice Template to an Order

Assign an Order Invoice Template to an Order

You can assign an Order Invoice Template to an Order record. This template will be used when creating Order Invoices for the Order during Fulfillment. 

NOTE: During Fulfillment, you can also choose to override any Order Invoice Template assigned to orders. 

Assign an Order Invoice Template to An Order

If you are assigning an Order Invoice Template to an existing Order, the order must be in a status of "On Order" meaning it has not yet been processed.

  1. Access the “Order” table. Two methods:
    - From the Dashboard: Click the “Account Management” tab, click the “Order” App, then click the “Order” Table.
    From the Quick Actions shortcut: Press a dot (period) on your keyboard, then select “Order” from the list of Quick Actions.

  2. If you are creating a new order:
    - Click the Create New button. 
    - Select the Templates tab at the bottom of the window.
    - In the Order Invoice Template field, select the Order Invoice Template to be used for the order.

    If you are editing an existing order that has not yet been processed:
    - Select the Order for which you want to assign an Order Invoice.
    - Click the Edit button at the bottom of the Order.
    - Select the Templates tab at the bottom of the window.

    - In the Order Invoice Template field, select the Order Invoice Template to be used for the order.

  3. When you are finished with the Order, click Save.

NOTE: To edit the Order Invoice Template on multiple orders, you may want to use Bulk Edit.