Billing templates

Sign in as Billing Administrator. The Use IDM Template field is available on the billing company. Select Billing Company > Invoicing Options > Document Settings. The Document Templates tab is only available when the Use IDM Template field is selected.

This table shows the locations of templates to use when setting up IDM templates:

Output document	Sample document template location	Upload IDM template location	Set up IDM template location
Billing Invoice	Document Template Setup > Billing Sample Document Templates > Billing Invoice Documents	Document Template Setup > IDM Templates > Billing Invoice	Invoice type level: Invoice Type > Billing Invoice Type Process level: Process Level > Billing Process Level > Invoicing > IDM Document Templates Company level: Billing Company > Billing Company > Document Templates
Invoice Register	Document Template Setup > Billing Sample Document Templates > Invoice Register	Document Template Setup > IDM Templates > Invoice Register	Billing Company > Billing > Document Templates
Invoice and Register Print	Document Template Setup > Billing Sample Document Templates	Document Template Setup > IDM Templates	Billing Company > Document Templates
Order Entry Daily Shipment Journal	Document Template Setup > Billing Sample Document Templates > Order Entry Daily Shipment Journal	Document Template Setup > IDM Templates > Order Entry Daily Shipment Journal	Billing Company > Document Templates