Create a template

In AbaNinja, you have the option to create templates for various document types such as invoices, quotes, orders, delivery notes, or credit notes in the "Customers" section. These templates serve as a template and make it easier for you to repeatedly create similar documents. For example, you can create an invoice template that serves as the basis for recurring invoices to various customers or for specific standard services.

To create a template, follow these steps

1. Navigate to Customers and then Templates in the menu.
2. Select the document type for which you want to create a template (e.g. invoices).
3. Click on Create Template.
4. Fill in the desired fields (e.g. recipient, positions, amounts, payment terms, notes, attachments).
5. Save the template.

The created template now appears in the overview and can be used as the basis for new documents at any time. You can also edit or duplicate the template to create additional variants.

Benefits

• You save time as recurring documents do not have to be entered each time.
• Sources of error are reduced as the information in the template is already checked and standardized.
• You can serve many customers with the same invoices or offers with just a few clicks, for example, for membership fees, maintenance contracts, or standard services.
• The use of templates is particularly helpful in mass processing, as you can generate and send several invoices based on a template with just a few clicks.

Tips and hints

• You can create templates for various document types: invoices, quotes, orders, delivery notes, and credit notes.
• The fields in the template (e.g. positions, payment terms, notes) can be individually adjusted.
• If you want to use a template for multiple addresses, the use of mass processing is recommended. This way, you can send invoices or offers to many customers at the same time with just a few clicks.
• The documents created based on a template appear in the respective area (e.g. invoices) and receive their own document number.
• You can edit, duplicate, or delete templates at any time to adapt them to changing requirements.
• Use the "Convert to template" function for existing documents to quickly generate a new template from an existing document.

Tip: Store standard texts for conditions and footers in the templates to standardize your communication. Also, use the option to store attachments (e.g. terms and conditions, product descriptions) directly in the template.