If you want to use an existing template you can either add this to the built-in Document Types or create a new Document Type - see Create New Templateįor more information and how to get started, see Invoice and Quote Templates Explained This displays the Template in Microsoft Word where you can use standard Word facilities to edit the Template to suit your business requirements. On the Maintain Templates form, you can select the template type you would like to edit eg Invoice - freeform, select an individual template eg formal.doc and click Edit Template. Just select Tools->Maintain Templates to get to the list of templates you can edit.
The Templates themselves are also Word documents and you can easily Edit the Word Templates to change the wording and layout of documents produced.
Amphis Customer CRM Software generates Quotes, Invoices, Customer Letters, Reminders, Job Sheets etc as Word documents and there is a Document Template for each type of document.Īmphis Customer supports Multiple Quote and Invoice Templates and 3 styles of templates are supplied, "original", "blue" and "formal".
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