Templates

An invoice you issue again and again, kept without dates and used in two clicks.

Step by step

Open “Documents” › “Templates” and choose “New template”, or on an invoice’s detail choose “More” › “Create a template”.
Give it a name under “Template name”, pick the customer, the lines and the options. Tick “Issue as a proforma” for a proforma template.
Variables such as #m# and #y# in a line are filled in with the month and year of the date of issue; “Help with the variables” lists them all. Choose “Create the template”.
To use it, choose “From a template” on the new invoice form, or “Use” on its row. The form opens filled in; check the dates and choose “Create the invoice”.

The invoice’s events say which template it was issued from. Deleting a template keeps the documents issued from it.