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Generate – Invoice/Quote template

February 28, 2017
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Invoice template

  1. Upon completing a sale in Blueprint OMS, the Invoice template selected will default based on the type of invoice being created. Optionally, click into the Invoice template drop-down menu, on the Allocate costs screen, to adjust the template.
  2. Optionally, click into the Notes field to add or edit the note.
  3. Click Create invoice(s)/Complete Sale.

Quote template

  1. While creating a new order in Blueprint OMS, to create a new quote click on the Create quotes button.
  2. On the Select template dialog, click on the quote template you want to use and click the OK button.
Posted in: Generate
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