Automatic selection of the default invoice template for your companies

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Automatic selection of the default invoice template for your companies

For companies that work with several legal entities or brands, it is important to be able to quickly and conveniently create invoices with the desired design. Our system provides functionality that allows you to automatically apply a specific invoice template, depending on which company is selected in the order. This greatly simplifies the workflow process and minimizes manual errors.

How does it work?

When you create an invoice within an order, and one of your companies is selected in this order (for example, Logistics Pro LLC or IP Ivanov), the system can automatically substitute the invoice template that you previously assigned to this particular company. This saves you from having to manually select the desired template from the list each time.

How do I enable and configure the functionality?

In order to start using this convenient feature, you need to follow a few simple steps::

  1. Contact technical support: first of all, you needto contact our technical support. Send an email to help@4logist.com with a request to enable template automation functionality for companies. Our specialists will activate this option for your account.
  2. Configuring templates in the system: after confirmation from technical support, you can start setting up templates.:
    • Go to the Settings section.
    • Select the Invoice templates subsection.
    • Find and select the required invoice template that you wantto link to a specific company.
    • Go to edit mode for the selected template.
    • In the template settings, you will be able to select one of your companies. Select the company for which this default template will be used.
    • Save your changes to the template.

Usage example:

Imagine that you have two companies: LLC Alpha and LLC Beta.

  • You set up an invoice template for Alfa andlink it to Alfa LLC.
  • You set up an invoice template for Beta andlink it to LLC Beta.

Now, when you create a new order and select Alfa LLC as a company in it, and then proceed to create an invoice, the system will automatically offer you an invoice Template for Alfa. Similarly, for orders with LLC Beta, the Invoice Template for Beta will be inserted.

This feature significantly speeds up document processing, reduces the likelihood of errors, and makes the billing process more intuitive and efficient.

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