How do I set up an Invoice / Credit Note template?

Templates are set up on your desktop in Word, using the available Bookmarks. Then you can add the template into CMap. Head into the Admin area and under the heading TEMPLATES, select Invoice, Credit & PO Templates. Here, you can test the template using the Test Template tool, which will create a test invoice word document. When you're happy, you can upload it as a new template. 

Templates are set up on your desktop in Word, using the available Bookmarks. Then you can add the template into CMap. Head into the Admin area and under the heading TEMPLATES, select Invoice, Credit & PO Templates. Here, you can test the template using the Test Template tool, which will create a test invoice word document. When you're happy, you can upload it as a new template. 

Learn more: Want to learn more... here's an article on Invoice, Credit & PO Templates.

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