Standard templates
Standard templates are saved wording you reuse on quotations, invoices and delivery orders — standard terms, payment instructions, a delivery note.
Where to find it
Section titled “Where to find it”Select System settings in the sidebar, then Standard templates. The list shows each template’s name and the kind of document it is for.
What you can do
Section titled “What you can do”- Read the templates your company has.
- See which templates are limited to one team.
- Add or edit templates where the page allows it; when editing is not available, the page says so.
This page is a summary. A full guide for Standard templates will follow.