How is the procedure to include a invoice template in lagoon? How should like this template (veriables, etc)?
Print templates are XHTML files stored in system Document Library. Ask Atollon to get access to templates.
You can upload the document using MS Windows client.
You connect to system, go to tab Documents > Corporate Documents (this is Organization Account) and upload the documents to this folder.
When uploading the document, set the Document Type & Category.
The document Type should be "PrintTemplate" (if no such type exists, create one with the same name).
The document Category should be one of the following (for example):
- InvoiceIssuedPrint
- InvoiceReceivedPrint
- OrderIssuedPrint
- OrderReceivedPrint
- EstimatePrint
- WorkContractPrint
- ShiftOrderPrint
- WorkReportListPrint
- WorkReportDetailPrint
- TimesheetListPrint