Edit an Invoice Template

To edit an existing invoice template, the Template Manager must be available in your database. If the Template Manager has been enabled in your database, you will see the selection Template Manager under the Setup module in ChamberMaster. If the Template Manager is not enabled in your database, contact support@chambermaster.com to receive instruction about enabling this feature.

Template Manager selection in the Setup module

Edit an invoice template

1.	Select Setup->Template Manager.

2.	Select to edit the desired “loaded template”.

3.	Optional: Type any desired static text in the desired location in the Page Layout area of your template.

4.	Insert the desired field by clicking Add Database Field (), open the Billing Template Fields, scroll to and click the desired field.

5.	Type a new name for this edited template in the Template Name field and click Save As (so not to modify the original in case you need to return to the old template for any reason).

6.	Make sure to select this new template when creating your invoices.

Note: The database field titled [invoice_compact_lineitems] generates a unique output when used and is not commonly included on templates except in rare occasions. This database field will take all individual line items billed to the customer and compact them into a single item on the invoice that is displayed to the customer. The line item total will include the total of all individual line items. The line item description for the first item on the invoice is the only item that will display to the customer. In your software, you will still see all individual line items but the customer is kept from getting bogged down with all the items that make up that single item that you’d like to bill them.