Overview
The Template Assignments screen in BQE CORE allows you to assign default invoice templates to various invoice types, ensuring consistency and efficiency in your billing process. By setting these defaults, CORE automatically applies the selected templates when generating invoices, reducing manual effort.
How To
Set Default Invoice Templates
These global settings allow you to define a default invoice template for each contract type and billing method to be used throughout the company. You can also overwrite them at the project or invoice level. You can also have BQE Software create custom invoices for your company and add them to your CORE database. Then you can select them here as your default template instead of the standard ones available.
To set a default invoice template, watch this video or follow these steps:
- Open the Settings screen from the side menu.
- Select Billing & Invoices and then Templates Assignments on the list.
- On the Template Assignments panel, select the relevant template for any invoice type by clicking Choose Template.
- On the Choose Template dialog, pick a new template for the invoice after selecting the Show option. You can also choose your custom invoice from the list, if available.
- Preview the sample template in the viewer and click Done.
This is the template that is assigned to all the invoices of that selected category. The pre-defined templates cannot be edited unless they are duplicated and saved with a new name. Also, system invoice templates hide units by default and group expenses by date.