Generate – Invoice/Quote template

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.