Create an invoice from a template

Enter a bill and let a saved template split it across accounts and funds automatically — by the percentages you set up.

Where: Accounts Payable → Vendor Invoices

Before you start

- You need a template — see Build an A/P template.

Steps

1. Open Vendor Invoices and click Add, just like any other invoice.

> Screenshot: Starting a new invoice for template use. (source: image59.jpg)

2. Select the desired template from the drop-down list.

> Screenshot: Choosing a template from the drop-down. (source: image63.jpg)

3. Enter the total invoice amount to distribute, then click OK. The template splits that total across the line items by their saved percentages.
- Example: a $1,400 invoice is divided automatically across each line item per the percentages set when the template was built.
4. Adjust any of the resulting amounts if you need to.
5. Click the Close icon to save.

> Note: Invoice amounts won't appear on the Operating Statement until they're posted.

→ Next step: Pay vendors by check or by ACH.