The system templates are used to manage the templates needed in the system for invoicing, credit notes, dunning letters, file covers, etc. The system templates can only be used through the Lexolution entry point. To speed up invoicing, you should create a default template for each type of invoice and set it as the default template by checking the Default Template box. When creating an invoice, the default templates are pre-filled accordingly and only need to be confirmed. It is possible to configure default templates per location and invoice language.
In the File field, you can specify the file name under which the Word file should be saved in the system. By default, the system generates an automatic file name.
Clicking the Open button opens the template, where you can make the desired adjustments regarding the document structure and the text markers used.
Related to