PTP TPO - How to edit the invoice template

Article ID

kba-03799

Article Name

Created Date

7th October 2021

Product

Problem

How to edit the invoice template

Resolution

1. Open Microsoft Word

2. Go to File > Open and browse to the TPO data location (the data path can be found in the software under 7. System Administration > Change Database Location)

3. Select the file Invoice.rtf which is the sample template, or Invoice.dot if it has already been created (the presence of Invoice.dot suggests previous edits have already been made to the sample template)

4. The strings which are surrounded by underscores are variables for data to be added by the program, these may be moved around to the desired location and any other amendments made

5. Select File > Save As

6. Select *.dot as the file type from the drop down menu and ensure the filename is Invoice and that the data location is the correct one (identified in Step 2)

7. Click Save

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