How to Create a Master Template and Contract Pricing Invoice

To save an invoice as a master template and setup contract pricing, click the Save As Master button at the top of the invoice

A window will open asking if this template is fixed cost contract. If yes, check the box. If no, leave blank.

Then click ok to save the template

Then, to create an invoice from a template, simply select “Create an invoice from master template” from the Non-Fuel Invoice menu:

Enter invoice number, date and total. Then select the master template you would like to use and click ok