Invoicing Software Templates

Invoice and Quote Templates for Invoicing Software

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Invoicing Software Templates

Amphis Customer generates Quotes, Invoices, Job Sheets, Customer Letters, Reminders etc as Word documents and there is a Document Template for each type of document.

The Templates are Word documents and you can easily Edit the Word Templates to change the wording and layout of documents produced. Just select Tools->Maintain Templates to get to the list of templates you can edit.

Amphis Customer Template Files

To see where the template files are stored, in Amphis Customer, go to Tools->Folders->View Templates Folder. These are all the Templates folders.

CRM Software Templates

To see a template file, go into the relevant folder eg for an Itemized Invoice template, go to Invoice/Itemized. Or to see a Letter to customer template, go into the Letter to customer folder.

Multiple Templates

Amphis Customer supports multiple templates for Quotes, Invoices, Payment Reminders and Customer Letters.

Editing Templates

The easiest way to edit a template is to run Amphis Customer and go to Tools->Maintain Templates. There you can select the template type, select the appropriate template and click Edit Template.

Job Templates

In the Jobsheet folder, there are itemised and freeform folders, each with a jobsheet.doc file. These are used when creating Quotes and Invoices and you tick the Create Jobsheet checkbox.

If you are looking for the Job Control template, the file is job.doc and you'll find it in the Print folder.

Default Templates

If you want to start again with the default template, you can download the default templates from Default Templates

More Information

We have some short CRM Videos about Amphis Customer CRM Software and also a CRM Quick Guide with more details and screenshots. We have Prices, Customer testimonials and CRM Software Case Studies or why not Download our CRM Software Free 60 Day Trial and try it for yourself ?

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