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Default Values for ERP Invoices – Invoice Templates
Similar to Customer templates, Invoice templates are used to define the default values
when new invoices are created in the back-office system by Sage SalesLogix. You may
assign different templates to different Sage SalesLogix users depending on rights and
values to be entered for a new customer record.
Invoice templates can be assigned to users. If a Sage SalesLogix user does not have a
template assigned, the DEFAULT template will be applied.
Default Item defines the default charge code to be used when creating the invoice.
Allow users to override charge code allows the user select a different charge code
when creating the invoice in Sage MAS ERP.
Include Unbilled Tickets allows the user to include unbilled ticket items on the invoice
that is created in Sage MAS ERP.
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