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Add Job Templates to Quotations, Jobsheets, and Sales Invoices

This article explains how to add Job Templates to Quotations, Jobsheets and Sales Invoices. In order to do this you will require at least one Job Template; for information on adding new job templates, see Create a new Job Template.

To add your job template to a sales document (Quotation, Jobsheet, Sales Invoice), begin by opening your document. In the document items view, click on the “Templates” button in the document items toolbar.

In the “Select Job Template” window that opens, you will find a list of the available job templates on your system. To add one of these templates to your document, select the template (Left Click) and click on the “Add” button. This will create new items on your sales document for every item on the job template.

Updated on June 20, 2018

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