Changing payables invoice templates

Unreleased expense invoices can be changed from the current template to other invoice templates. Use this procedure to change the invoice template.

  1. Select Payables > Invoices.
  2. On the Unsubmitted tab, open an unreleased invoice record.
  3. Select Actions > Change Template.
  4. Select whether to change the current template to any of these options:
    • Basic
    • Tax Invoice
    • Match Invoice
    • Service Contract
    • Freight
  5. If you select Match Invoice, then you must specify a purchase order.
  6. If you select Service Contract, then you must specify a service contract.
  7. Select the Keep Distributions check box if the invoice is changed from Match Invoice to Basic invoice.
  8. Click Save.