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Customer Document Templates
Included in the following Bundles:
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Premium Large Business
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Enterprise Large Business --
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Business Pro Medium Business --
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Business Medium Business --
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Point of Sale Shop front --
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Trader Small Business --
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Essential Micro Business --
PLU: SF098
R 480.00
Create templates for common document formats which can then be converted into invoices etc in order to facilitate quick processing.
This switch allows you to create templates for the most common formats of your Customer Documents. You can then create any Customer Document from a template.
For businesses that mostly invoice out similar types of invoices, this can cut out much time spent re-entering information.
For example, if you were a garage and had three different types of Service comprised of different stock and service items that you offered customers, you could then set up Invoice Templates for these Service options.
When you wish to invoice, you would merely choose the Invoice from the Template menu option, select the relevant template and customer account number, make any changes or additions to the Invoice that may be required and then process the invoice.
Need help?
Omni Accounts prides itself on offering leading edge accounting software that is both intuitive and easy to use, requiring minimal support. However, we also realise that no matter how intuitive Omni might be there will always be a need for comprehensive and professional support.
