How do I Edit or Delete Template in Bills

How do I Edit or Delete Template in Bills

Users can edit and delete a template in Bills menu by following the instructions below.

  1. Go to Bills
  2. Click Enter Bills
  3. Click search
  4. Choose company from the dropdown list
  5. Choose Yes beside "is template"
  6. Click search

To edit the template name

  1. Click recurring setup tab
  2. Check the box next to save this payable as a template
  3. Change the name of the template
  4. Click the check button

To delete a template

  1. Click recurring setup tab
  2. Unheck the box next to save this payable as a template
  3. Unchecking the box will automatically delete the template name

If user wish to view the list of templates that are created, please see instructions below:

  1. Go to Bills
  2. Click Enter Bills
  3. Click new
  4. Choose company from the dropdown list
  5. Check the box next to do you want to use a template?
  6. Click the template dropdown

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